An investment portfolio is a collection of assets that puts your money to work for you. Capital invested in carefully selected funds or stocks can deliver meaningful returns instead of falling behind ...

Investing is fundamentally an exchange of spending power today for the attainment of a goal in the future. Building a portfolio to meet these goals requires a long-term perspective, a commitment to ...

Setting financial goals is a key part of planning for your future. Common examples of financial goals include building an emergency fund, saving for retirement, paying off debt and investing for ...

In life, balance is everything — whether it’s finding time between work and family or maintaining a healthy diet. The same goes for your investments. Keeping your financial portfolio balanced is a ...

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 ...

A financial advisor for investing may help you develop and manage a portfolio based on your financial goals. They can provide guidance on diversification, risk exposure, and potential tax ...

Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...

When most people think of a financial planner, it’s often in the context of hiring someone to pick the right investments. “What percentage of my portfolio should be in stocks versus bonds?” they might ...

Post-modern portfolio theory uses downside risk to refine portfolio optimization. Learn how PMPT offers an alternative to modern portfolio theory for risk-adjusted returns.

For retirees and income investors, investing in broad indexes, such as the S&P500, is not a very good option and presents many pitfalls, including very low income, deep drawdowns, and a roller-coaster ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

Building a global investment portfolio as a U.S. expat demands thoughtful planning, an awareness of regulations and, ideally, ...