New Retirees: Prepare for the Possibility of a Lost Decade
A financial advisor’s view on negative or flat market returns and when to claim Social Security.
Portfolio Allocation
More on Portfolio Allocation
Why International Stocks Still Belong in Your Portfolio
The portfolio case for investing in international stocks extends beyond their recent outperformance.
Adam Grossman: Asset Allocation Is an Investor’s Best Defense
A flat-fee financial advisor and columnist discusses why less complicated portfolios are usually best, how he addresses inflation risk in client portfolios, and his biggest worry for new retirees.
The Biggest Threat to Your Retirement Isn’t a Bear Market
The inventor of the 4% rule offers advice on how retirees can preserve their capital.
How to Use Gold in Your Portfolio
Investing in gold has risks, but it can be a solid diversifier and a refuge in volatile or inflationary times.
How to Build a Core Portfolio You Can Add Stocks To Over Time
Make low-cost index funds and managed products your engine and only then layer in individual stock picks.
3 ETFs to Diversify Your Portfolio in 2026
These options are solid starting points.
Liquid Alternatives Can Diversify Portfolios—but Not All of Them Do
5 key takeaways for liquid alternatives.
3 Well-Regarded Large-Value Funds for Investors Seeking Balanced Portfolios
Reversion to the mean can be powerful.
Why AI Productivity Gains Don’t Always Translate Into Profits
A BlackRock portfolio manager explains why results vary across companies after adopting AI tools.
How to Build a Portfolio: What to Own, What to Skip, and Why
The difference between a well-built portfolio and a risky one often comes down to a few key choices.
Michael Gates: Why More Advisors Are Migrating to Model Portfolios
BlackRock’s head of model portfolio solutions for the Americas and lead portfolio manager for target-allocation models discusses the growth of model portfolios, the current macroeconomic and market environment, and recent refinements to the risks his team is taking.
Morningstar’s Guide to Public/Private Investing
What investors need to know about the risks, opportunities, and key happenings in the public/private convergence.
Morningstar’s Guide to Fixed-Income Investing
Fixed-income strategies can protect and stabilize your portfolio.
5 Ways to Benefit From a Volatile Stock Market
Both hands-off and hands-on investors can turn volatility into opportunity.
Risk, Not Volatility, Is the Real Enemy for Investors
Understanding the difference between the two is a key step toward reaching your financial goals.
How Much Should You Allocate to Safer Assets?
Let your spending needs lead the way.
Why Portfolio Diversification Has Paid Off—but More Isn’t Always Better
5 key takeaways for stocks, bonds, and international diversification from 2025’s market results.
Take This Simple Step as You Approach Retirement
Don’t wait until the last minute to fill your cash ‘bucket.’
Stocks Rallied After the US–Iran Ceasefire. Is Your Portfolio Positioned for the Volatility?
How a barbell portfolio helps investors navigate market swings, where we see sector and small‑cap leadership, and risks that could shape 2026.
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