There is no avoiding risk, so investors must understand the risks they take and learn how to harness them to their benefit.
This exchange-traded fund targets high-quality stocks that can sustain or grow their dividend payments.
One size does not fit all when it comes to how index providers segment the U.S. equity market.
Changes in market volatility may be helpful for timing exposure to momentum and low-volatility funds.
It's hard to succeed with tactical bets, but simple momentum and contrarian strategies show some promise for tactical allocation.
Capturing the evolving composition of the emerging-markets universe.
The composition of emerging markets continues to evolve.
These eight investment principles can help you focus on what's most important.
Value isn't dead, it's just been dormant.
A one-stop holding for exposure to the U.S. stock market.
These funds haven't met performance expectations and are difficult to use in a broader portfolio.
This ETF uses offensive and defensive momentum signals for tactical asset allocation.
Set an appropriate asset allocation, build it with strong core funds, and stick with them for the long haul.
Silver-rated Schwab Short-Term U.S. Treasury ETF provides low-cost exposure to high-quality, shorter-maturity bonds.
Some investment strategies are overhyped.
As fees get squeezed, investors should refocus on the other costs they might be incurring.
ETFs are generally priced efficiently, but it's important that investors look before they leap.
Bronze-rated iShares US Treasury Bond is a low-cost way to get exposure to U.S. Treasuries across the yield curve.
Knowing why you're investing is the first step.
While share buybacks have a lot going for them, they aren't necessarily predictive of future performance.
Key takeaways from Daniel Kahneman's book, "Thinking Fast and Slow."
Portfolio managers have stepped up their game.
Outstanding tracking error and low ownership costs make this fund a compelling option.
Fees are just part of the equation.
Buying good companies is a sensible strategy—assuming the price is right.
This multifactor ETF sacrifices transparent portfolio construction for deeper factor tilts.
The case for funds that rotate their factor exposures is strong, but for now investors may be served with a static allocation.
These factor strategies aren't groundbreaking, but they offer some incremental advantages over their peers.
It's hard to beat the market, but that's not necessary for investment success.
This is one of the broadest and cheapest funds in its Morningstar Category.
Some strategies don't benefit from a cap-weighted approach.
Indexes have evolved from measures to targets to a new form of active management.
These new funds aim to deliver value exposure without the value traps.
It's important for investors to understand and respect what the "ET" in ETF stands for.
When market volatility ticks up, investors may be best served by tuning out.
Invesco S&P 500 Quality ETF should shine in tough market environments.
There's some evidence that factor timing might yield a small benefit, but it's far from conclusive.
This international real estate ETF's lowest-in-class fee gives it a durable edge.
We take a look at the most promising and pitiful new exchange-traded products that were added to the menu in the past year.
Vanguard Total International Stock ETF is an outstanding core foreign-stock fund.
Diversification has advantages for low-volatility strategies.
This fund boosts yield by upping credit risk relative to the Aggregate Index.
This practice has come into sharper focus as index funds’ and ETFs' fees have fallen.
ETFs' tax-efficient structure and generally lower turnover have helped the funds avoid the large capital gains distributions experienced by open-end funds this year.
Broad exposure to the short-term U.S. investment-grade corporate-bond market at a low cost.
This ETF delivers a high yield, while screening out the most-volatile dividend-payers.
The more concentrated a portfolio is, the greater the risk of missing out on the market's biggest winners and underperforming.
This cheap foreign-stock fund effectively cuts back on risk.
Low-volatility strategies have different intended outcomes compared with value and profitability.
Investors would benefit from greater clarity and consistency in exchange-traded product labeling.