5 Things You Need to Know About RMDs This Year From bigger withdrawal amounts to smart tax and portfolio moves, these RMD developments are worth a closer look. Christine Benz Jun 29, 2026
Don’t Give Up on Diversifiers After a Difficult Stretch Low-volatility alternatives still have a role to play in your portfolio. David Reyna, CFA Jun 26, 2026
Dividend Investing: How to Find the Right Balance Between Income and Growth Plus, two highly-rated dividend kings and three Gold-rated funds. Jerry Kerns and Ivanna Hampton Jun 26, 2026
The Case for a ‘Good Enough’ Portfolio Figuring out where you land on the maximizer/satisficer continuum could save you some time and money. Christine Benz Jun 24, 2026
3 Stocks to Invest In to Rebalance Your Portfolio These value stocks can balance portfolios heavy in growth stocks—and they’re undervalued, too. Susan Dziubinski Jun 16, 2026
The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You Plus, one of the biggest challenges to portfolio diversification today. Amy C. Arnott, CFA and Ivanna Hampton Jun 5, 2026
Bill Bengen: ‘Inflation Is the Greatest Enemy of Retirees’ The author and creator of ‘the 4% rule’ discusses the pros and cons of various withdrawal strategies and key risk factors facing retirees today. Christine Benz and Amy C. Arnott, CFA May 21, 2026
How to Protect Your Portfolio in a Changing Market Why diversification remains essential amid shifting market correlations, global fragmentation, and rising volatility. Christine Benz, Amy C. Arnott, CFA, and David Reyna, CFA May 21, 2026
US Stock Market Outlook: It’s Time to Reallocate from Growth to Value The growth category, specifically technology and AI stocks, is no longer providing an excess margin of safety. David Sekera, CFA May 19, 2026
Which Asset Types Have Held Up Best in Recessions? Stocks have been unreliable, but one asset class stood out across every recessionary period we examined. Christine Benz May 19, 2026
3 ETFs to Diversify Your Portfolio in 2026 These options are solid starting points. Daniel Sotiroff May 13, 2026
How to Discuss Portfolio Diversification With Different Types of Clients Portfolio diversification can seem abstract, but the conversation doesn’t have to be. Samantha Lamas May 12, 2026
How Portfolio Diversification Works in Inflationary Periods Some asset classes tend to fare better than others when inflation is higher than average. Amy C. Arnott, CFA May 11, 2026
Morningstar’s Guide to Portfolio Diversification Build a resilient portfolio by diversifying with a variety of investments. Tori Brovet May 11, 2026
Liquid Alternatives Can Diversify Portfolios—but Not All of Them Do 5 key takeaways for liquid alternatives. David Reyna, CFA May 11, 2026
How to Incorporate Semiliquid Funds Into a Portfolio How investors can set realistic expectations, choose the right vehicle, and size allocations with care. Chris Tate May 7, 2026
The Best ETFs and How They Fit in Your Portfolio Explore the different types of exchange-traded funds and what we see as the top options. Margaret Giles and Tori Brovet May 6, 2026
International Diversification Is Finally Paying Off The dollar’s weakness has contributed to a long-awaited foreign-stock rally and reduced correlations with US equities—at least for now. Christine Benz May 4, 2026
How to Build a Portfolio You Don’t Have to Babysit These four steps can help you craft a (mostly) hands-off portfolio. Christine Benz Apr 29, 2026
Is Your Index Fund Really Diversified? Market concentration is making even the total market index funds top-heavy. Allan Roth, CPA Apr 16, 2026