With foreign shares underperforming U.S. stocks again last year, some investors may question the value of international diversification. They shouldn’t.

We examined all new market highs over the past 50 years to evaluate how the S&P 500 Index performed after reaching a new record.

Innovations in portfolio theory don’t come around that often, and fewer still are the worthy research breakthroughs that make their way into real portfolios. We’re excited to share one such breakthrough with you.

It is important to remember that, volatile or not, the stock market is no more predictable than it has ever been.

A total return approach to generating portfolio cash flow helps balance risk and return, enabling a portfolio to meet retirees’ long-term spending needs.

Many investors wonder if index funds’ popularity has made markets less efficient, thus improving the environment for stock-picking and market timing. While index funds have grown, the majority of dollars remain invested in actively-managed strategies.