Portfolio Strategy

Thriving in a Bull and Bear Market
Portfolio Strategy

Thriving in a Bull and Bear Market

Mark ­Oelschlager, CFA | October 1, 2023

Many investors believe that you must endure the occasional severe loss in bear markets and corrections to reap stocks’ long-term…

Beyond-the-Obvious Ways to Diversify Your Portfolio
Portfolio Strategy

Beyond-the-Obvious Ways to Diversify Your Portfolio

Philip Huber, CFP, CFA | September 6, 2023

Last year was a frightening wake-up call for many investors. It probably wasn’t a huge shock that equities lost ground—stock…

Secrets of a Master Fund Manager to Boost Profits While Reducing Risk
Portfolio Strategy

Secrets of a Master Fund Manager to Boost Profits While Reducing Risk

David Giroux, CFA | April 15, 2021

Here are the stocks that could help you transition into 2021.

The Election and The Stock Market
Portfolio Strategy

The Election and The Stock Market

Greg Valliere | December 4, 2020

There are sharp contrasts in how a new President Biden or returning President Trump would affect the economy and stock market. Here’s what it all means to your personal finances.

How To Manage Your Emotions In Tumultuous Markets
Portfolio Strategy

How To Manage Your Emotions In Tumultuous Markets

Frank Murtha, PhD | August 25, 2020

To keep your financial plans on track, here are six guardrails to help you avoid giving in to extreme and often contradictory urges.

Will the Coronavirus Scare Lead to a Recession?
Portfolio Strategy

Will the Coronavirus Scare Lead to a Recession?

Scott B. Tiras, CPA, CFP | July 15, 2020

Depending on how widespread the coronavirus is—and how much it rattles consumers—the economic slowdown could become a recession. What investors can do.

Gold as an Insurance Policy
The Money Connoisseur

Gold as an Insurance Policy

Scott A. Travers | August 26, 2019

With fears of another recession in the news, here’s what you need to know if you want to introduce or increase the amount of gold in your portfolio.

Investments that Are Worth the Risk for Higher Returns
Portfolio Strategy

Investments that Are Worth the Risk for Higher Returns

Michael Kass | June 10, 2019

As the bull market ages some investors are stretching their comfort zones to boost returns. Here are some great investments options to do that.

Further Proof That You Can’t Time the Market
Portfolio Strategy

Further Proof That You Can’t Time the Market

May 7, 2019

A recent study shows investors underperforming in rising markets and losing more in bad markets. So what do you do?

These Funds Aim for Secure Retirement Income
Portfolio Strategy

These Funds Aim for Secure Retirement Income

Dana Anspach, CFP | January 3, 2019

Retirement income funds provide the right amount of income for your needs, then generate a regular payment every month.

How to Tweak the 4% Rule for a Safer Retirement
Portfolio Strategy

How to Tweak the 4% Rule for a Safer Retirement

Wes Moss | September 13, 2018

With inflation rising, plus the possibility of a recession and bear market in the next few years, you need to adjust your retirement withdrawal rate.

Don’t Become as Complacent as These Investors
Portfolio Strategy

Don’t Become as Complacent as These Investors

September 4, 2018

Many investors today are dangerously complacent about their investments and don’t seem to understand that market volatility often brings steep losses.

5 Portfolio Moves to Make Now
Portfolio Strategy

5 Portfolio Moves to Make Now

Wes Moss | April 2, 2018

After years of low inflation, interest rates and stock market volatility, investors have begun to face greater challenges on all those fronts.

The 6 Worst Investments You Could Make Now
Portfolio Strategy

The 6 Worst Investments You Could Make Now

Ken Tumin | March 5, 2018

Don’t make these terrible choices that could quickly drain your investments and savings.

Are You Prepared for the End of the Bull Market?
Portfolio Strategy

Are You Prepared for the End of the Bull Market?

Terri Spath CFA, CFP | November 16, 2017

To help you tilt your investment approach to a more defensive stance, we asked five experts what smart moves you could make right now.