Portfolio Maintenance

From bigger withdrawal amounts to smart tax and portfolio moves, these RMD developments are worth a closer look.

Low-volatility alternatives still have a role to play in your portfolio.

Plus, two highly-rated dividend kings and three Gold-rated funds.

Figuring out where you land on the maximizer/satisficer continuum could save you some time and money.

These value stocks can balance portfolios heavy in growth stocks—and they’re undervalued, too.

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

The author and creator of ‘the 4% rule’ discusses the pros and cons of various withdrawal strategies and key risk factors facing retirees today.

Why diversification remains essential amid shifting market correlations, global fragmentation, and rising volatility.

The growth category, specifically technology and AI stocks, is no longer providing an excess margin of safety.

Stocks have been unreliable, but one asset class stood out across every recessionary period we examined.

These options are solid starting points.

Portfolio diversification can seem abstract, but the conversation doesn’t have to be.

Some asset classes tend to fare better than others when inflation is higher than average.

Build a resilient portfolio by diversifying with a variety of investments.

5 key takeaways for liquid alternatives.

How investors can set realistic expectations, choose the right vehicle, and size allocations with care.

Explore the different types of exchange-traded funds and what we see as the top options.

The dollar’s weakness has contributed to a long-awaited foreign-stock rally and reduced correlations with US equities—at least for now.

These four steps can help you craft a (mostly) hands-off portfolio.

Market concentration is making even the total market index funds top-heavy.