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 ...

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 ...

At my real estate investment and management firm, we embrace a business strategy built on patience, agility and diversification. Based on my experience with this framework, I believe that any firm can ...

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 ...