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 ...

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 ...

Planning for retirement involves balancing the need for steady income with the goal of maintaining and growing savings.

Number of years left before retirement is an important factor to consider when planning investments, as it determines what is the best strategy to compound wealth. Young investors should focus on ...

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 ...