If your goal is to retire early, you’ll need to save aggressively early on in your career and invest your money wisely.

See what Cullen Roche has to say about finding your perfect portfolio as a new investor and his two-word answer on where he ...

Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

Historically, pricey markets have generated weaker 10-year average annual returns. It means investors must be more mindful of ...

Balancing a portfolio involves allocating your assets—i.e., stocks, bonds, real estate, and cash—in a way that aligns with your financial goals, time horizon, and risk tolerance. The goal is to ...

Most investors lose money not because markets fail, but because they fail to plan. Building a portfolio that survives market crashes, economic shifts, and changing life circumstances requires more ...

Cramer’s critique isn’t just about meme stocks — it’s about behavior. Investors who allocate too much of their portfolios to ...

The CFA® Institute invented and maintains the Global Investment Performance Standards (GIPS) governing investment management ...

Baby Boomers (ages 61 to 79 in 2025) held the largest balances, averaging about $599,000, while the Gen X investors (whose oldest members started reaching 60 this year) averaged about $379,000. These ...

At 75, investors typically focus on preserving wealth, managing withdrawals and covering healthcare costs rather than seeking high-risk growth. Stability becomes a priority to help maintain a reliable ...

The key benefit of investment diversification is risk reduction. Treasury bonds have historically been quite solid diversifiers for US equity exposure. Cash has also looked really good. It’s possible ...

Discover the Hong Kong Monetary Authority Investment Portfolio’s role in managing assets for the region’s stability and growth, with insights into its bond and equity strategies.