Many of my high net worth clients wonder how to invest in crazy, unpredictable markets that seem impossible to comprehend. They especially want to make the ride to wealth creation a smooth, steady ...

Six years after our original article, we reinvestigate Paul Ferrell’s 8 “Lazy Portfolios” – and analyze the ever-evolving investment landscape for new higher-return, lower-risk alternatives. 3 of our ...

We analyzed several Lazy Portfolios (e.g., static asset allocation portfolios) by running a full set of risk and return metrics. We compared these Lazy Portfolios to over 250 other asset allocation ...

Most kitchens are well-stocked with pantry staples, the foundation of all recipes. But every good chef knows that the best meals feature a variety of flavors, including some spice. Technique is ...

This year, the stock market is teaching new investors an important lesson, with many sectors losing value. Instead of hoping for the next big run-up, I will show you a diversified portfolio example ...

Morningstar’s Christine Benz put together a series of investment portfolio examples that both retirees and savers can refer to as they build their own portfolios. The goal of these portfolios isn’t to ...