Diversification

Markets hit record highs in early 2024, but concerns persist. Are higher interest rates a warning sign? Watch our Q1 recap for key takeaways and insights on what’s ahead.pt.

AI-powered investment funds consistently underperform the market. Learn why sticking to fundamental investment principles might be the better way to go when building your portfolio.

2023 was a remarkable year to be an investor. The year began with headline recession warnings on the heels of double-digit declines in the U.S. stock and bond markets. Through […]

Market timing can be costly. Find out how emotional investment decisions create a significant “behavior gap” between market returns and what most investors actually earn.

What do football and finances have in common? Legendary NFL coach Bill Walsh’s winning principles apply perfectly to creating long-term financial success.

It has been a tough year to be an investor, with nearly every asset class around the world taking its lumps. With a globally diversified, balanced stock and bond portfolio […]

The stock price of video game retailer GameStop recently surged more than 1,500%, providing some investors an eye-popping return. Others are left wondering, Am I missing out? Here’s our take […]

Like a horror-show sequel released just in time for Halloween, they’re baaa-aack: It’s the Return of the Day Traders. Will today’s hopefuls fare any better than their disgraced predecessors?

2020 has been a year of extremes, including in the markets. To bridge a growing gap between crouching value stocks and soaring growth stocks, disciplined asset allocation remains as important […]

The wild swings of the stock market can make it hard to think straight. Luckily, there’s a simple tool to dial down the drama—the “quilt chart.”

While our investment strategy is relatively simple, it’s not always easy. Here’s why doing the tough work of riding out the market’s ups and downs is the best way to […]

As headlines trumpet troubles of today’s economy, what has history taught us about times like these? Five key insights can provide perspective—and hope for the future.