Target-risk strategies are worth reconsidering in light of evolving investor demands. These precursors to target-date portfolios have gained new life as the strategy of choice in the fast-growing ...

Since early 2022, U.S. equities have experienced negative monthly returns in 17 separate months. Bonds declined in all but three of them. This pattern has led many investors and advisors to question ...

Spreading your investments across different markets, sectors and asset types may help manage risk while creating potential growth opportunities. Here's how diversification works and why it matters for ...

Tax diversification is an investment strategy that uses tax-advantaged, fully taxable and tax-free investment accounts to help lower taxes. Diversification is the name of the game when it comes to ...

A useful toolkit provides multiple ways to tackle a task. Similarly, a diversified portfolio that holds a variety of assets—stocks, bonds, cash, and more—allows you to cope with volatile markets while ...

Navigating the ever-evolving financial markets requires more than just picking a few stocks and hoping for the best. As 2026 approaches, savvy investors are seeking new strategies to build resilient ...