Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + Good. She continues to pursue her passion for writing and personal finance, ...

Morningstar, Yahoo Finance, Portfolio Visualizer and a host of other services offer tools that allow you to measure how correlated the assets in your portfolio are and what your portfolio's expected ...

Active management has taken exchange-traded funds by storm. Once an oxymoron, given passive ETFs’ dominance, active ETFs have brought in 27% of new money invested in ETFs so far this year, and their ...

Discover how to balance risk in your investment portfolio for 2025, ensuring growth while remaining stable in an uncertain market. Real estate provides stability and income growth — and the ...

Balancing a portfolio involves allocating your assets—i.e., stocks, bonds, real estate, and cash—in a way that aligns with your financial goals, time horizon, and risk tolerance. The goal is to ...

Post-modern portfolio theory uses downside risk to refine portfolio optimization. Learn how PMPT offers an alternative to modern portfolio theory for risk-adjusted returns.

Amid a constantly changing landscape, investment teams continue to face pressure to grow assets under management. However, piecing together vast amounts of data from disconnected platforms can drag ...

"Sequence of returns risk" refers to how the timing of withdrawals paired with stock market losses can impact how long your nest egg lasts. This issue is biggest during early retirement years because ...

Forbes contributors publish independent expert analyses and insights. Portfolio diversification represents one of the fundamental principles of investment management. By strategically allocating ...

If you've ever opened your investment account and seen that your asset allocation differs from what you previously set, know this is normal. Over time, market movements naturally shift your asset mix, ...