Portfolio Strategy

Thriving in a Bull and Bear Market
Portfolio Strategy

Thriving in a Bull and Bear Market

Mark ­Oelschlager, CFA | October 1, 2023

Many investors believe that you must endure the occasional severe loss in bear markets and corrections to reap stocks’ long-term…

Beyond-the-Obvious Ways to Diversify Your Portfolio
Portfolio Strategy

Beyond-the-Obvious Ways to Diversify Your Portfolio

Philip Huber, CFP, CFA | September 6, 2023

Last year was a frightening wake-up call for many investors. It probably wasn’t a huge shock that equities lost ground—stock…

Secrets of a Master Fund Manager to Boost Profits While Reducing Risk
Portfolio Strategy

Secrets of a Master Fund Manager to Boost Profits While Reducing Risk

David Giroux, CFA | April 15, 2021

Here are the stocks that could help you transition into 2021.

The Election and The Stock Market
Portfolio Strategy

The Election and The Stock Market

Greg Valliere | December 4, 2020

There are sharp contrasts in how a new President Biden or returning President Trump would affect the economy and stock market. Here’s what it all means to your personal finances.

How To Manage Your Emotions In Tumultuous Markets
Portfolio Strategy

How To Manage Your Emotions In Tumultuous Markets

Frank Murtha, PhD | August 25, 2020

To keep your financial plans on track, here are six guardrails to help you avoid giving in to extreme and often contradictory urges.

Will the Coronavirus Scare Lead to a Recession?
Portfolio Strategy

Will the Coronavirus Scare Lead to a Recession?

Scott B. Tiras, CPA, CFP | July 15, 2020

Depending on how widespread the coronavirus is—and how much it rattles consumers—the economic slowdown could become a recession. What investors can do.

Gold as an Insurance Policy
The Money Connoisseur

Gold as an Insurance Policy

Scott A. Travers | August 26, 2019

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.

Investments that Are Worth the Risk for Higher Returns
Portfolio Strategy

Investments that Are Worth the Risk for Higher Returns

Michael Kass | June 10, 2019

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

Further Proof That You Can’t Time the Market
Portfolio Strategy

Further Proof That You Can’t Time the Market

May 7, 2019

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

These Funds Aim for Secure Retirement Income
Portfolio Strategy

These Funds Aim for Secure Retirement Income

Dana Anspach, CFP | January 3, 2019

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

5 Portfolio Moves to Make Now
Portfolio Strategy

5 Portfolio Moves to Make Now

Wes Moss | April 2, 2018

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

The 6 Worst Investments You Could Make Now
Portfolio Strategy

The 6 Worst Investments You Could Make Now

Ken Tumin | March 5, 2018

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

Why The Bull Market Can Last To 2019
Portfolio Strategy

Why The Bull Market Can Last To 2019

Allen Sinai, PhD | March 10, 2017

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

Why You Should NOT Invest Like Warren Buffett
Portfolio Strategy

Why You Should NOT Invest Like Warren Buffett

Vahan Janjigian, PhD, CFA | July 25, 2012

Smarter plays for individual investors Warren Buffett ranks as one of the greatest investors of all time. Over more than…