Both sample portfolios have comparable 10-yr Sharpe ratios and similar correlation with inflation but significantly different expected returns and risk characteristics. Due to this, each sample ...

Though President Donald Trump's tariff agenda has been a point of contention, most agree that the new policies have introduced uncertainty into the global economy. Even with the 90-day pause in ...

A financial advisor can helps individuals understand different investment options within the stock market, manage portfolios and align strategies with personal goals. These professionals may guide ...

As more employers offer customized portfolio advice, 401(k) owners may be asking, “Am I really all that different?” Paralyzed by arguably too many choices (or not enough good choices), 401(k) owners ...

The perception that concentrated investment managers are riskier or more volatile than a diversified index is slowly changing. Despite academic research that dates back several decades, concentrated ...

Forbes contributors publish independent expert analyses and insights. Charles Lloyd Bovaird II is a financial writer focused on investments. It depends on many variables, including one's tolerance for ...