Christine Benz: Hi, I’m Christine Benz for Morningstar. I’ve noticed that many investors do a good job of selecting investments, but they struggle putting the pieces together into a portfolio that ...

One of my favorite presentations—and one of the best-performing Morningstar videos on YouTube—is an oldie about how to build a portfolio that you don’t have to babysit. That’s a topic that I’ve ...

Modern Portfolio Theory (MPT) is an academic practice for optimizing investment portfolios in pursuit of realizing the greatest potential reward for the amount of risk an investor is willing to assume ...

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NerdWallet is committed to editorial integrityMany or all of the products on this page are from partners who compensate us when you click to or take an action on their website, but this does not ...

Michael Boyle is an experienced financial professional with more than 10 years working with financial planning, derivatives, equities, fixed income, project management, and analytics. Suzanne is a ...

Golf is hard. Investing should’t be. A simple portfolio of a few low-cost index funds is likely to outperform the most complicated, expensive investment products on Wall Street. Called Lazy Portfolios ...

Ally's all-digital managed portfolio offering does the basics well at a low cost Gina Young is an accomplished finance writer who has written for publications including SuperMoney, Examiner, Lexington ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...