Portfolio Allocation

An author and longtime investing columnist on the role of individual stocks in a diversified portfolio, the virtues of ETFs, and the biggest mistakes he sees individual investors making.

Now that interest rates are higher, should retirees try to live off of their portfolios’ yields?

Don’t skip this critical question.

Portfolios can get unwieldy. Here’s how to reduce some clutter.

This is an opportunity to check in with yourself: Why are you investing?

Here’s how some key asset classes fare as portfolio diversifiers and what that means for building your portfolio.

Proper accounting of cost basis is essential to avoid paying more in taxes.

What you need to know about the advantages and risks of investing in gold.

The fixed-income side of your 60/40 portfolio may need an overhaul.

Portfolios for the taxable and tax-sheltered accounts of retirement spenders and savers.

What you need to know about the advantages and risks of investing in real estate.

Eight multi-asset model portfolio series earn Morningstar Medalist Ratings of Gold.

Use anticipated spending needs and probabilities of a positive return over your time horizon to back into the right mix of cash, bonds, and stocks.

These four steps can help you craft a (mostly) hands-off portfolio.

Here are five common strategies that investors use to save for retirement.