Amy C. Arnott

Here are some strategies to consider whether you're behind at age 40 or beyond.

Rebalancing is more important for some types of investors than others.

Higher-yielding bond-fund categories often come with more stocklike risk levels.

You might need to save a lot more.

Some long-running trends continued, but rising inflation and the specter of higher interest rates prompted a few reversals.

There's a massive gap between reported total returns and investors’ actual results.

And what look to be the best.

And how does it match up against gold?

If it’s been a while since you looked at your portfolio weightings, it might be time to adjust.

Donors benefit from an immediate tax deduction, tax-free growth, and investment flexibility.

Learning from past misfortunes can help investors avoid future tax woes.

What you'd like to achieve with any "extra" assets can help you calibrate your portfolio's equity exposure.

Free yourself from unnecessary complications.

There’s a path forward, no matter when you start your retirement-plan contributions.

It's possible to close this gap in returns by remaining disciplined and holding for the long term.

Despite some surface similarities, the two assets are fundamentally different.

The order in which returns unfold over time can either help or hurt.

Following a disciplined investment strategy can help you keep more of what your fund holdings earn.

The firm’s salary benchmark-based guidelines are popular, but they don’t work for everyone.

Making rapid-fire shifts to take advantage of market trends is easier said than done.

Sequence-of-returns risk matters for both retirees and savers. Here's why.

Balanced funds can play a useful role, but target-date funds look more compelling overall.

Some guidelines on figuring out if an annuity makes sense for you, and if so, how much to allocate.

Our most recent study of investor returns reveals a persistent gap between reported total returns and what investors actually earn.

We take a closer look at popular retirement savings estimates.

The order of when things happen has implications for retirement savers, too.

The order of when things happen can be your friend or your foe.

Crypto can be incredibly complicated, but understanding the basic terminology is a good place to start.

The cryptocurrency has generated massive gains at times, but extreme volatility will likely rule it out for many conventional investors.

How to use them and where to look.

Ethereum has the potential to revolutionize the entire financial landscape, but this cryptocurrency is a high-risk investment asset.

The fund stands out for its focus on companies with a strong competitive advantage that can sustain and grow their dividends over time.

It's arguably the best donor-advised fund affiliated with an asset-management firm for donors who plan to maintain higher account balances.

We take a close look at the ongoing fees and underlying investment options for the second-largest donor-advised fund in the U.S.

Correlations for the major factor profiles are relatively high, but they can still show different returns in different types of markets.

We take a close look at the ongoing fees and underlying investment options for the biggest donor-advised fund in the U.S.

A case can be made for owning a dedicated factor fund, but a broad market index likely has at least some exposure to most factors.

Donors benefit from an immediate tax deduction, tax-free growth, and investment flexibility.

Stock holdings favored by 2021's top-performing active funds are dramatically different from last year's.

The fund is a stalwart exemplar of patient, value-driven management.

Investors seek out alternative funds for a variety of reasons, but the diversification benefits might be smaller than you'd expect.

As investors increasingly treat commodities as financial assets, their value as portfolio diversifiers has diminished.

Correlations have trended up, but there's still a long-term argument for international diversification.

A long-term slump for international stocks means lower price tags.

Funds with compelling stories don't always make sound investments.

Inflation hasn't been much of an issue lately, but it's still a long-term threat.

Despite the recent rise in correlations across asset classes, it still makes sense to spread out your bets.

Backward-looking data can lead to distorted results.

There are risks and rewards for income seekers who turn to preferred stocks, REITs, and core-plus bond funds.

With correlations trending up, REITs aren't as compelling as they used to be.