In today's article, I will share my asset allocation going into the new year. As you read this, keep in mind that what makes sense for me may not make sense for you. We each have different objectives, ...

Every investor has their own needs, objectives and risk profile. Sharing portfolio management approaches can improve performance by sharing knowledge and experience. My household portfolio plan is ...

When building an investment portfolio, one of the most important decisions is how to balance real assets and financial assets. Each plays a distinct role: Financial assets like stocks and bonds offer ...

I'm doing some allocation adjusting in my stock portfolio, and I don't have nearly enough fixed-income exposure. As a Certified Financial Planner®, I'm often asked about portfolio allocation. In other ...

In the case of this Redditor, there is a question of how much should be invested in YieldMax Funds. For most people, investing in these funds comes with a lot of risk, but also strong dividend returns ...

There are about 45 stocks in my portfolio, but there are some I have far more money in than others. SoFi is my largest investment as we head into 2026 thanks to stellar stock performance over the past ...

A diversified portfolio can help you manage risk and achieve long-term financial goals by spreading investments across different asset classes. Your diversification strategy will depend on your ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...