Portfolio Maintenance

When the dollar weakens, currency is key for international stock exposure.

After years of US market dominance, foreign stocks are making a comeback.

Follow these eight steps to an improved, streamlined, and more tax-efficient portfolio.

How investors can mitigate risk as the market continues to concentrate around AI.

Key takeaways from my conversations with top portfolio managers, strategists, and economists on The Long View podcast.

The financial strategist and author discusses key principles for assembling a successful portfolio, concentration risk in the US market today, and why he’s an evangelist for ‘defined-duration’ investing. 

Crypto can lead to big swings in both risk and returns. Here’s what investors need to know before purchasing.

Recognizing these financial scenarios can help you customize your asset allocation for a better fit to meet your goals.

These mutual funds and ETFs earn top ratings from Morningstar as we look ahead to 2026.

These international-stock funds and ETFs earn top ratings from Morningstar for 2026.

It’s better to prepare your portfolio for a range of outcomes than try to predict 2026 investment performance.

Plus, you should also consider rebalancing your portfolio before 2025 wraps up.

These seven steps tackle a lot of jobs: refilling cash, rebalancing, tax planning, and charitable giving.

Where you keep your investments matters as much as what you invest in.

Why investors should be cautious of their AI stock exposure, and where you can diversify outside of the tech-heavy US equity market.

What you need to know about the advantages and risks of international stocks.

They both offer diversification, but gold’s stability in crises reaffirms its safe-haven status.

There is no one-size-fits-all approach. Here’s what to keep in mind.

Avoid paying for the high expectations for AI stocks with these ETFs.

If it’s been a while since you rebalanced your portfolio, it might be too heavy on growth-oriented US stocks.