Portfolio Strategy

The Shrewdest Money Moves You Can Make In 2017
Portfolio Strategy

The Shrewdest Money Moves You Can Make In 2017

The nation’s new political landscape is having a profound impact on financial matters ranging from stocks and bonds to credit…

How President Trump Will Affect Your Bottom Line
Portfolio Strategy

How President Trump Will Affect Your Bottom Line

Four years from now, will investors, taxpayers, workers and consumers say that President Donald Trump’s economic policies helped their finances—or…

Annuity Ladders
Portfolio Strategy

Annuity Ladders

Many people who draw on investments to help pay regular expenses are worried that low yields and volatile stock and…

How to Invest in This Treacherous Market
Portfolio Strategy

How to Invest in This Treacherous Market

A Winning Fund Manager Shares His Strategy Financial markets have become downright scary this year. As a result, many investors…

How Rising Interest Rates Help and Hurt You
Portfolio Strategy

How Rising Interest Rates Help and Hurt You

Plus Best Yields Now for Savers Since the Federal Reserve started raising interest rates in December for the first time…

How to Generate Cash After Stocks Have Plunged
Portfolio Strategy

How to Generate Cash After Stocks Have Plunged

Many people depend on their investments not only for long-term gains but also as a steady source of cash. But…

7 Lies Investors Tell Themselves
Portfolio Strategy

7 Lies Investors Tell Themselves

Whether the stock market is soaring or sinking, investors find ways to fool themselves. This goes for typical small investors…

The 3-in-1 Retirement Portfolio
Portfolio Strategy

The 3-in-1 Retirement Portfolio

It Generates Income…Keeps Up with Inflation…Makes Your Money Last Picking the best mix of mutual funds for your investment portfolio…

How to Turn the Falling Dollar into $$$ for You
Portfolio Strategy

How to Turn the Falling Dollar into $$$ for You

They used to say, "You can always depend on the US dollar." But faith in that long-standing ­truism has been…

The Dollar Is Soaring: How It Could Help—or Hurt—Your Portfolio
Portfolio Strategy

The Dollar Is Soaring: How It Could Help—or Hurt—Your Portfolio

Unless you’re planning to visit Europe, why should you care that the US dollar is soaring or that its value…

4 Biggest Mistakes Investors Are Making Now
Portfolio Strategy

4 Biggest Mistakes Investors Are Making Now

Many of the investors who visit Peter Mallouk’s offices in a Kansas City suburb have one big request—don’t let me…

How Much of My Money Should Be Invested in Stocks?
Portfolio Strategy

How Much of My Money Should Be Invested in Stocks?

Bottom Line/Personal: As an investor, you labor over which stocks to buy, studying and tracking companies. My guest today says…

How to Diversify Your Stock Portfolio
Portfolio Strategy

How to Diversify Your Stock Portfolio

Bottom Line/Personal: As an investor, you know that you shouldn’t put all your eggs in one basket, so you’ve got…

How Many Different Stocks Should I Own?
Portfolio Strategy

How Many Different Stocks Should I Own?

Bottom Line/Personal: Many investors own dozens or even hundreds of different stocks because they want to be sure to be…

Expect a 30% Gain Before the Bull Market Ends
Portfolio Strategy

Expect a 30% Gain Before the Bull Market Ends

Allen Sinai's Midyear Forecast The stock market had a difficult time getting unstuck through the first few months of 2014.…