Portfolio Construction
Featured
Featured Podcast
Portfolio Construction Topics
Portfolio Allocation
-
Ask the Analyst, With Amy Arnott
-
Some Fund Investors Have Veered Off Course. It Could Cost Them
-
How to Strike the Right Balance Between Stocks, Bonds, and Cash
-
The Smartest Moves for Bond Investors Today, and What to Do When You Have Too Many Investments
-
Think You’re Ready for Retirement? Start With This 9-Step Checklist
-
The Top Funds for a Simpler Retirement Portfolio
-
How AI Is Taking Over Your Portfolio
-
7 Investments to Keep Out of Your Taxable Account
-
Our Best Investment Portfolio Examples for Savers and Retirees
Investing Styles
-
3 of the Best Growth Stocks to Own
-
The Best Dividend Funds to Buy Now
-
The Best Equity ETFs
-
The Best Small-Cap ETFs
-
For Size and Value Tilts, Simple Is Better
-
Nvidia’s Immense Dividend Hike Puts Dividend Growth Stocks in the Spotlight
-
10 Best Growth Stocks to Buy for the Long Term
-
Smart Investor: Next Drivers for Stocks, Risks for Index Investors, and Economic Outlook
-
Don’t Make This Mistake When Chasing Higher Bond Yields
Portfolio Maintenance
-
The Diversified ETF of Your Dreams Doesn’t Exist. But Here’s How You Can Benefit from the Ones That Do
-
Why Some Investors Are Better Off When They Stop Chasing Perfection
-
Some Fund Investors Have Veered Off Course. It Could Cost Them
-
The Smartest Moves for Bond Investors Today, and What to Do When You Have Too Many Investments
-
4 Key Questions for Investors to Ask at the Start of Q4
-
When Diversification Doesn’t Tame the Ride
-
Christine Benz: 5 Investments You Don’t Really Need
-
3 Big Risks Index Fund Investors Face Today
-
How Much of Your Portfolio Should Be ‘Mad Money’?
Investment Factors
-
What’s Ahead for Stocks This Quarter—and Where to Invest
-
3 of the Best Growth Stocks to Own
-
2 Funds That Dial Down the Risk
-
The Best Dividend Funds to Buy Now
-
Why Are Some of the Strongest Stocks Struggling This Year?
-
Nvidia’s Immense Dividend Hike Puts Dividend Growth Stocks in the Spotlight
-
10 Best Growth Stocks to Buy for the Long Term
-
Markets Brief: Here’s How High Yields Could Trip Up the Bull Market
-
Don’t Make This Mistake When Chasing Higher Bond Yields
More in Portfolio Construction
The 10 Best and 10 Worst Months of All Time for the US Stock Market
Do common investor sayings about particular months being stronger or weaker for stocks have empirical backing, or is it all market mythology? Dan Lefkovitz uncovered some surprising truths about stock market performance by examining over 100 years of data.
Why Cash Is Still King for Short-Term Goals
Longer-term bonds are more attractive than they’ve been in a long time, but they still carry a fair amount of risk.
Think You’re Ready for Retirement? Start With This 9-Step Checklist
The date you retire is only part of the picture. Also consider your income needs, spending rate, taxes, and more.
4 Key Questions for Investors to Ask at the Start of Q4
And why today’s biggest market stories may be distractions.
10 Books Amy Arnott Recommends to Help You Understand Money and Markets
These titles from The Long View podcast explore how markets work, how wealth is built, and how to navigate retirement and family financial decisions.
Christine Benz: 5 Investments You Don’t Really Need
More holdings don’t necessarily mean better diversification. Here’s what to skip and which core building blocks every portfolio should have.
Nvidia’s Immense Dividend Hike Puts Dividend Growth Stocks in the Spotlight
Companies growing their dividends have posted strong returns this year. Why is that?
Ask the Analyst: Is Now a Bad Time to Invest New Money?
Think about your goal and time horizon when deciding whether to invest during an uncertain economic environment.
3 Big Risks Index Fund Investors Face Today
Index investing can be risky—take it from me, I’m an indexer.
Thematic ETFs Are Popular Again. Yikes.
Fun as theme-based ETFs might seem, they’ve tied investors in knots.
The Surprising Stocks Beating the Market in 2026
Companies spending on dividends and buybacks are winning this year.
Our Best Investment Portfolio Examples for Savers and Retirees
This collection of Morningstar model portfolios from Christine Benz can help investors build portfolios to reach their financial goals.
How Much of Your Portfolio Should Be ‘Mad Money’?
The DFA founder and author of ‘Stay Calm’ has ideas on how investors can benefit from ‘scientifically based hope’ and limit the portfolio damage from more speculative bets.
Tax-Efficient Retirement-Saver Portfolios for ETF Investors
Composed of broad-market equity ETFs and smaller allocations to municipal bonds, these portfolios are designed for retirement savers’ taxable accounts.
Tax-Efficient Retirement-Saver Portfolios for Vanguard Investors
A mix of tax-managed, index, and munis should reduce the drag of taxes on all-Vanguard portfolios for accumulators.
Tax-Efficient Retirement-Saver Portfolios for Schwab Supermarket Investors
Schwab’s solid exchange-traded funds make these stock-heavy portfolios straightforward and cheap.
Tax-Efficient Retirement-Saver Portfolios for T. Rowe Price Investors
Despite the firm’s lineup of fine actively managed funds, equity index funds are a more tax-friendly choice.
Tax-Efficient Retirement-Saver Portfolios for Fidelity Investors
Cheap and efficient equity index funds, as well as fine municipal-bond funds, are solid building blocks.
Tax-Efficient Retirement-Saver Portfolios for Minimalist Investors
These streamlined portfolios are designed to reduce investors’ oversight responsibilities and the drag of taxes.
Tax-Efficient Retirement-Saver Portfolios for Mutual Fund Investors
We’ve designed these portfolios to maximize returns while limiting Uncle Sam’s take.
United States