Portfolio Maintenance

Let your spending needs lead the way.

5 key takeaways for stocks, bonds, and international diversification from 2025’s market results.

Good news: Bad first quarters don’t necessarily portend bad years.

A life‑stage approach to managing risk, portfolio construction, and spending during volatile markets.

It took the worst bond market in history to make investing in a 60/40 more painful during a market crash than holding all equities.

Investors: Be wary of trends that dominate headlines and then emerge as the target of a new ETF.

This edition of our Portfolio Basics series covers the value of short-term bonds in reducing risk and generating income.

5 charts on what’s benefiting from the ‘anything but AI’ trade and the rotation in the US stock market.

Be choosy with your diversifiers.

A beginner’s guide to the Total Portfolio Approach for building portfolios.

These funds can offer compelling tax advantages for some investors.

Plus, the investments that could be better suited for a different bucket.

One thing is clear: Value stocks are good diversifiers today.

These S&P 500 trackers have the same strategy but different ratings.

Credit risk is rising. Here’s what it means for bond investors.

Sidestep these pitfalls to set yourself up for success.

Morningstar analysts’ top picks for hands-off investors.

These strategies can improve your investment portfolio’s resiliency.

Asset correlations can be flawed diversification metrics when used in a vacuum.

Many strategists say the tech rally still has legs, but risks are mounting. Here’s how to mitigate them in your portfolio.