Alex Shahidi, JD, CFA®, CFP®, ChFC®, CIMA®, is a Managing Partner and Co-CIO at Evoke Advisors, and Host of The Insightful Investor Podcast. Treasury inflation-protected securities (TIPS) may be the ...

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 ...

Keeping your portfolio in shape is undoubtedly challenging, as things evolve rapidly within the investment landscape. But the task can be more straightforward than some believe, as investors just need ...

A lot of portfolio advice I see is sound but would result in portfolios that are too complicated for most people to implement and maintain over the long haul. If you want a portfolio based on sound ...

Portfolio diversification sounds like a chore—something that you know you should do but don’t have the time or the energy to take on. There’s always something more pressing to do. And your investment ...

Don't miss these top money and investing features: -- How a more focused growth index can cut your risk in the stock market -- How sidestepping Big Tech has paid off lately in these stock ETFs -- The ...

The stock market has had quite a run over the past two years, with the S&P 500 returning more than 25 percent in both 2023 and 2024. Other assets, such as cryptocurrencies and gold are also near ...

The recent market sell-off appears driven by panic, highlighting the importance of considering TIPS in portfolio construction. TIP ETF, with its $14B AUM and competitive performance, serves as a ...

If your retirement portfolio exceeds $2.5 million, you’re among the top 8% of American households, according to the latest Survey of Consumer Finances. You’re also well above the “magic” retirement ...