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Is it possible to have someone advise me on only part of my portfolio and does that make sense? -Marda It really depends on both what you’re trying to achieve and what your financial advisor is ...

Morningstar Investor can be a useful tool as you review your current asset allocations and adjust them toward a target allocation. The changes you choose may include increasing or decreasing the ...

Investment portfolio review of a million-dollar portfolio! How to invest $1,000,000 for retirement. Download the Portfolio Tracker Spreadsheet! [57% Community Discount] I’ll be reviewing a portfolio ...

When it comes to investing, sometimes less is more. Following the 5% Diversification Rule helps you keep a more balanced ...

Total Return is a percentage measure reflecting the total performance of a fund, incorporating both capital gains and the effect of dividends reinvested over a specific period. Net Asset Value is the ...

Got a question about investing, how it fits into your overall financial plan and what strategies can help you make the most out of your money? You can write to me at [email protected].

A real estate investment trust (REIT) is a company that makes money by owning real estate. I'm a fan of REITs because they offer more than one opportunity to make money. For me, they're also a nice ...

The past week saw major stock indexes plunge. It's natural to get rattled when these types of market events happen. I left my portfolio untouched this past week, and you may want to do the same. It's ...

Are You Playing It Too Safe With Your Portfolio? Dziubinski: What are some signs that an investor might be taking on too much risk or maybe playing it too safe with their allocations? Benz: Well, ...

The plant-focused portfolio diet has been shown to reduce the risks of cardiovascular disease. Here’s how it works.