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Some Fund Investors Have Veered Off Course. It Could Cost Them
Are you getting pulled into a “coretex”? Asset allocations are the most lopsided they’ve been since 2008.
The Smartest Moves for Bond Investors Today, and What to Do When You Have Too Many Investments
Ask the Analyst columnist Amy Arnott answers a grab bag of reader questions about bond ETFs, TIPS, retirement planning, and more.
4 Key Questions for Investors to Ask at the Start of Q4
And why today’s biggest market stories may be distractions.
When Diversification Doesn’t Tame the Ride
Low concentration doesn’t necessarily mean lower risk.
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.
3 Big Risks Index Fund Investors Face Today
Index investing can be risky—take it from me, I’m an indexer.
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.
September Stock Market Outlook: How to Position Your Portfolio During a Risky Stage
Excluding just seven stocks from our valuation, the remaining market is trading at fair value.
David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’
The founder of Dimensional Fund Advisors explains how financial science made investing more accessible and why ordinary investors don’t need to outguess the market.
AI Risks and Resilient Stocks: Morningstar’s EMEA CIO on the Global Market Outlook
Mike Coop explains why stock markets have been strong amid multiple crosscurrents and where investors should look for opportunities.
ETFs Continue to Gather Assets Despite Performance Woes in July
US ETF inflows surpassed $183.6 billion in July, with technology ETFs accounting for more than $17.0 billion.
Stefan Sharkansky: The Retirement Rule That Leaves Too Much Money Behind
The statistician says rigid withdrawal rates often cause retirees to underspend. He has a formula that balances secure income with flexible spending.
4 Ways Portfolio Diversification Has Paid Off in 2026
Diversification remains a winning portfolio strategy—if your last name isn’t Lynch or Buffett.
What If Retirees Don’t Get the Returns They Were Hoping for?
How to strengthen your retirement plan for sequence of returns risk and other retirement shocks.
Private Markets Have a Diversification Problem. Can CFOs Help Investors Manage Risk?
Collateralized fund obligations may offer a more efficient way to reshape private market risk.
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