Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

One of the most important things anyone can do as they get close to retirement or even start thinking about retirement is to ...

Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

Your asset allocation may be the most important decision you make as an investor. In fact, studies have found that asset allocation determines over 90% of the variations in portfolio returns. In other ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

Investors can build a durable portfolio in retirement by using low-cost exchange-traded funds (ETFs) as portfolio building blocks. The strategy for investing in retirement should be different from the ...

Discover optimal asset allocation strategies for incorporating cryptocurrency into your portfolio, balancing high-growth ...

Photo by Gao Erqiang/China Daily] China's A-share market has opened 2026 on a positive note. Record turnover, buoyant sentiment and a s ...

The past few years should have been a great time for tactical-allocation funds to prove their worth. These funds aim to vary their asset exposure to take advantage of shorter-term changes in market ...