There are two reasons I keep a lot of cash in my long-term portfolio. And before I go any further, I want to be clear that ...

Read about how I'd build a 50/50 ETF retirement portfolio blending growth, income, and safety. It targets a 5.5% yield with ...

You won’t earn any tax breaks when investing in a taxable (nonretirement) account: no deduction on your contributions, no tax-deferred compounding, no tax-free withdrawals. So why bother? Maximum ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

The Model Portfolio identifies 20 recommended securities to generate $10,000 per year in income. The portfolio covers various sectors like real estate, business development companies, bonds, and ...

I tend to focus on large companies, but recognize that I may be missing out on growth. I bought a small, rapidly expanding REIT, managed by a well-seasoned team. Growth has since stalled, and now I'm ...

Vanguard's latest launches, focused on after-tax returns and higher yields for clients, reflect a broader industry shift as ...

That was one of the pieces of feedback from my recent article about short- and intermediate-term portfolios, which mainly leaned on Fidelity funds for their fixed-income holdings. But Vanguard also ...

The objective was to create a stream of dividend cash flow that would grow reliably year after year. I’m pleased to report ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Put it this way: research analysts and model portfolios don’t go hand in hand. Meaning, of course, an analyst can’t provide model services, according to cskruti.com. Nope. None. Nada. "I have been ...