As someone who writes about building portfolios for a living, I research many types of investments, from tried-and-true core holdings to more esoteric corners of the investment world.

One approach, for example, is to break your portfolio into sections or buckets based on your wants, needs and capacity for growth. Calculate the monthly budget you will need for necessities ...

As you work toward a well-diversified portfolio, you can use Morningstar Categories to better understand the different types of investments. And you can use my Role in Portfolio framework to ...

Their collaboration is an excellent example of a growing trend I've observed ... gaps could my IP help partners fill? • How does my IP portfolio complement theirs? • What future market ...

Remember that you should always include some growth component in your portfolio to protect against inflation and so that you don't outlive your savings. What Should My Portfolio Look Like at 55?

my number one recommendation to my clients (and myself) was simply to not check your portfolio. If you believe in the markets and the strength of the economy, you know and understand that ...

Keeping the bulk of my assets passively managed also simplifies portfolio management. I can focus my time on making sure my overall asset mix is appropriate for my financial situation and goals ...

Keeping the bulk of my assets passively managed also simplifies portfolio management. I can focus my time on making sure my overall asset mix is appropriate for my financial situation and goals ...