There are two reasons I keep a lot of cash in my long-term portfolio. And before I go any further, I want to be clear that ...

Explore smart portfolio rebalancing as Comfort Systems USA (FIX) surges. Learn if it's time to shift profits to undervalued ...

Read about how I'd build a 50/50 ETF retirement portfolio blending growth, income, and safety. It targets a 5.5% yield with ...

There are definitely things I get wrong in my investment portfolio. But despite these missteps, my husband and I have managed to do just fine from a big-picture standpoint. Here’s what has worked for ...

An advisor fee of 0.75% of assets under management (AUM) is not outside the range of normal. That doesn't necessarily mean ...

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From the limited facts above, the likely question is when it’s appropriate to hand your investment portfolio over to an asset ...

Question: I'm 51 and my portfolio is up. I'm planning to retire in nine years, at the age of 60, so I want to start moving out of stocks to lower my portfolio risk. Is that smart? Answer: In the years ...

The objective was to create a stream of dividend cash flow that would grow reliably year after year. I’m pleased to report ...

I’m a biologist trying to understand finance. What should I do with a $600,000 inheritance from my father? I’m single with two young adult sons who are in college. I make a low salary, but the college ...

There are definitely things I get wrong in my investment portfolio. I hold too much company stock and cash, and I don’t have the recommended allowance of bonds for a person my age. My record on ...