Most stocks fail to beat T-bills, making long-term success dependent on owning the rare companies that create nearly all market wealth. That’s why I highlight Brookfield and Enbridge, two diversified, ...

Investors looking for big changes to the holdings of the Bill & Melinda Gates Foundation Trust portfolio may generally have been disappointed in its report from the third quarter, as it mostly stood ...

Forbes contributors publish independent expert analyses and insights. Analyzing tech stocks through the prism of cultural change. Last Friday, the public got a peek at where Wall Street’s sharpest ...

Russell 2000 companies collectively carry over $800 billion in debt, with approximately $368 billion maturing in 2026 and another $341 billion in 2027. Here’s the problem, tough. 43% of small-caps are ...

Imagine waking up every day knowing that you have $1,000 hitting your account at the end of the month, no matter where the stock market ends up. Better yet, imagine that this isn’t money from Social ...

Stock futures were dropping again Wednesday as investors worried that valuations have become too bloated off the back of a blistering artificial-intelligence rally. Some on Wall Street are now ...

Managing your money can be a fairly simple process if you follow some rules. There are a few key steps you need to take to ensure you have a safety net. After that safety net is in place, here's an ...

A former Senior Publishing Editor on the Dow Jones Newswires team at The Wall Street Journal, Aaron earned a Bachelor's degree in Economics from the University of Michigan and a Master's in Journalism ...

This year’s uncertainty is producing a somewhat surprising group of winning and losing asset classes. And there are still two months to go in 2025. Why it matters: Many investors are rerouting their ...

Just four stocks make up 79% of the Gates Foundation's portfolio SAUL LOEB/AFP via Getty Billionaire philanthropist Bill Gates, 69, has invested about 79 percent of his $48 billion portfolio through ...

Warren Buffett invests in stocks with competitive advantages. Like the Oracle of Omaha, investors should not ignore valuation. Portfolio diversification is also important -- but not too much. But how ...