Portfolio Maintenance

Excluding just seven stocks from our valuation, the remaining market is trading at fair value.

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.

Mike Coop explains why stock markets have been strong amid multiple crosscurrents and where investors should look for opportunities.

US ETF inflows surpassed $183.6 billion in July, with technology ETFs accounting for more than $17.0 billion.

The statistician says rigid withdrawal rates often cause retirees to underspend. He has a formula that balances secure income with flexible spending.

Diversification remains a winning portfolio strategy—if your last name isn’t Lynch or Buffett.

How to strengthen your retirement plan for sequence of returns risk and other retirement shocks.

Collateralized fund obligations may offer a more efficient way to reshape private market risk.

Predictions about lower stock returns are making headlines, but investors are better served by disciplined rebalancing than by trying to forecast the market.

Your expertise helped create your wealth. These five strategies can help ensure it continues supporting your family for generations.

New research finds that extreme downside shocks to future consumption drive the equity risk premium. Those who cannot tolerate the discomfort are the ones who pay for it.

Consider these options to recenter your portfolio.

What you need to know about the advantages and risks of alternative investments.

Use these top-rated ETFs and mutual funds to rebalance investment portfolios with out-of-whack asset allocations.

Here are the steps you can take to mitigate the risk of an extended market downturn.