A resilient portfolio reduces volatility by spreading risk across assets, sectors, and regions to limit damage when markets stumble.

Many of you know that I frequently talk about the Bucket approach to retirement portfolio construction. I was inspired to work on bucketing after talking to Harold Evensky nearly two decades ago, and ...

Morningstar managing director Jeff Ptak conducted research that looked at what would happen if the holdings in large-cap equity mutual fund portfolios were frozen in time, with no further changes over ...

The Near Perfect Portfolio Strategy provides SWAN-like attributes and aims to meet income and growth goals while minimizing volatility and drawdowns. The strategy consists of three buckets: Dividend ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. When is the best time to start investing for retirement? Right now. As a ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. The hardest part of investing for retirement is budgeting ample ...

Want to add gold to your investments? These strategies make it simple to do that without overhauling your approach.

Rebecca Rosenberg has 10+ years of experience as a writer and content strategist. She has written dozens of articles on retirement, financial planning, business, tech, and more. Rebecca has a master’s ...

And how do you know if your portfolio is functionally diversified vs apparently diversified? Your 401 (k) account might be spread across 10 different mutual funds. But if they all own substantially ...

If you're young and looking to build wealth, you may not care about dividends. After all, the cash distributions companies pay to shareholders are often seen as a way for retirees to earn some extra ...