Your investment portfolio is probably riskier than you think. Complacency and a higher risk tolerance are to blame.

Susan Dziubinski: Hi, I’m Susan Dziubinski with Morningstar. Many investors make portfolio adjustments, including rebalancing, as the year winds down. Joining me to discuss how to rebalance as we head ...

Our 2021 Bow Tie Nation portfolio is beating the market but it’s time to review to make sure we’re investing in the best ...

Dividend investing is growing in popularity as the idea of having predictable income without having to sell a single share ...

If your personal portfolio is in a bear market (defined as a 20% decline from peak levels) right now, do know that you’re not alone. And while the stock market (think the S&P 500 and Nasdaq 100) has ...

If you’ve taken the time to decide on a target asset allocation—the mix of stocks, bonds, and cash in your portfolio—you’re probably ahead of many investors. But there’s a catch. Unless you’re ...

Are you dreaming of a life where your investments pay you back? It’s not a pipe dream. Let’s say your portfolio has $100,000 worth of dividend-paying stocks. Rather than just watching your money grow, ...

For 60+ year old investors, a 70% equities / 25% bonds / 5% cash mix balances growth, income, and downside protection. Focus on VOO, VTI, QQQ (40%), income ETFs like SCHD, VIG (20%), plus 10% each in ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...