For the past few decades, bonds have reliably diversified investors’ equity exposure. But will they continue to do so, especially in a rising-interest-rate environment that affects both bond and stock ...

Navigating the ever-evolving financial markets requires more than just picking a few stocks and hoping for the best. As 2026 approaches, savvy investors are seeking new strategies to build resilient ...

Key Takeaways In a 2025 survey of over 1,000 investors, about 86% of high-risk retirees failed to meet a basic asset ...

Investing can be a profitable but risky journey. Market conditions and the performance of specific investments are unpredictable. That's why smart investors choose diversification as a strategy to ...

Target-risk strategies are worth reconsidering in light of evolving investor demands. These precursors to target-date portfolios have gained new life as the strategy of choice in the fast-growing ...

Since early 2022, U.S. equities have experienced negative monthly returns in 17 separate months. Bonds declined in all but three of them. This pattern has led many investors and advisors to question ...

There are several things that investors do to protect their portfolios against risk. One significant way to protect one's portfolio is by diversifying. In short, this means an investor opts to include ...

At my real estate investment and management firm, we embrace a business strategy built on patience, agility and diversification. Based on my experience with this framework, I believe that any firm can ...