Portfolio Allocation

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

Your portfolio is most vulnerable in the 5 years before and after you retire. But you can protect it, financial planner Dana Anspach says.

Follow these seven steps to keep your financial goals on track in the second half of 2026.

If your plan is to self-fund long-term care, do so with tax considerations and asset allocation in mind.

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

On my failings as an investor.

Market-cap, equal-weighted, and fundamental-weighted ETFs can hold similar stocks but have very different profiles.

Digital asset ETFs can have wildly different exposure, structure, and trade-offs. Here’s what to know before diving in.

A small number of stocks drive most of the market’s long-term return.

It’s not the worst place to start, but it might end up being overly conservative.

Dividend-paying stocks with economic moats have enduring advantages.

As model portfolio assets approach $1 trillion and ETFs overtake mutual funds, here’s what investors need to know.

How SpaceX, Anthropic, and OpenAI will affect the public market.

New model portfolios turn Vanguard’s target-maturity ETFs into plug-and-play bond ladders at a lower cost than competitors’.

Treasury Inflation-Protected Securities can hedge inflation, manage risk, and protect retirement income.

A recent study suggests active managers have been better than meets the eye. But it’s not persuasive.

Plus, one of the biggest challenges to portfolio diversification today.

The role of bonds in a portfolio isn’t returns—it’s stability.

The payoff hinges on two hard-to-predict variables, the size of each portfolio’s SpaceX stake and how much it appreciates, while also courting hefty risk.

Reinvesting dividends can help build wealth over time, but it isn’t always the best move for retirees, concentrated portfolios, or tax planning.