Portfolio Strategy

The Money Connoisseur

Gold as an Insurance Policy

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.

Portfolio Strategy

Investments that Are Worth the Risk for Higher Returns

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

Portfolio Strategy

Further Proof That You Can’t Time the Market

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

Portfolio Strategy

These Funds Aim for Secure Retirement Income

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

Portfolio Strategy

How to Tweak the 4% Rule for a Safer Retirement

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.

Portfolio Strategy

Don’t Become as Complacent as These Investors

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

Portfolio Strategy

5 Portfolio Moves to Make Now

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

Portfolio Strategy

The 6 Worst Investments You Could Make Now

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

Portfolio Strategy

Are You Prepared for the End of the Bull Market?

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

The Pay-Less-Tax Man

The Worst Investments You Can Make from a Tax Standpoint

These 14 investment mistakes can be very costly tax-wise. Use these strategies to avoid or minimize your taxes from investing transactions.

Portfolio Strategy

Why The Bull Market Can Last To 2019

Can the aging bull market survive through 2017, and possibly beyond, in the face of dramatic shifts in economic policy…

Portfolio Strategy

The Shrewdest Money Moves You Can Make In 2017

The nation’s new political landscape is having a profound impact on financial matters ranging from stocks and bonds to credit…

Portfolio Strategy

How President Trump Will Affect Your Bottom Line

Four years from now, will investors, taxpayers, workers and consumers say that President Donald Trump’s economic policies helped their finances—or…

Portfolio Strategy

Annuity Ladders

Many people who draw on investments to help pay regular expenses are worried that low yields and volatile stock and…

Portfolio Strategy

How to Invest in This Treacherous Market

A Winning Fund Manager Shares His Strategy Financial markets have become downright scary this year. As a result, many investors…