The starting point is diversification. Larimore's recommended portfolio holds three Vanguard index funds: For this initial exercise, I assume that the collective portfolio is equally weighted, such ...

Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

Subscribe to The St. Louis American‘s free weekly newsletter for critical stories, community voices, and insights that matter. Sign up Lewis Carroll, the author of Alice’s Adventures in Wonderland, ...

Many people focus on asset allocation with their investments but forget asset location. While they might sound similar, they serve distinct purposes for a well-rounded investment and tax planning ...

In the aftermath of the credit crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and ...

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

For a long time, the United States' weight in global financial markets has been significantly higher than its actual economic ...

VanEck Real Assets ETF functions as explicit inflation insurance, not a core holding or long-term return engine. Click here ...

There’s a common misconception in the investment world that more is always better. I’ve seen countless people accumulate assets across various categories thinking they’re practicing smart ...

Thinking about retirement planning when you’re young is key to financial security in your golden years. Small contributions when you’re younger make a difference in your retirement strategy. The ...

Multi-asset allocation mutual funds have emerged as the standout performers among funds launched in 2024 and carried that momentum into 2025, as volatile markets rewarded diversification over ...