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 ...

If you’d like to do a thorough review of your portfolio and plan, here are the key steps to take. I recommend doing them over a series of sessions, not all at once. This could be your current ...

Probably every investor who reads financial articles like this one has heard the phrase, "Time in the market is better than timing the market." And it's true. The data is unambiguously clear: The ...

Cullen Roche has written a book called Your Perfect Portfolio. Navigating this current environment and investing timelines ...

It's almost 2026, and soon you'll be receiving your year-end statements for all your investment accounts. You'll also hear a lot of advice about reviewing and rebalancing your portfolio. In this ...