A mutual fund pools money from its shareholders and invests in stocks, bonds or short-term debt. Mutual funds are managed by professional investment advisors who ensure that the fund's portfolio ...

High inflation, which has been the biggest threat to the U.S. economy since the end of 2021, is slowly coming down due to aggressive hawkish stances taken by the Federal Reserve. The consumer price ...

In contrast with 2022, when cash was the only asset type in my Model Bucket Portfolios that landed in the black, every holding in all six of the portfolios delivered a positive return in 2023. (For my ...

Building a long-term investment portfolio requires careful planning, a clear understanding of risk appetite, and disciplined ...

Investors often rely on the healthcare sector to safeguard their investments. This is because healthcare services do not see their demand varying much with market conditions and thus offer sufficient ...

Mutual funds typically give the public access to professionally managed stock and bond market investments, although they can also invest in other assets and commodities. These features have helped ...

Currently, the top gold mutual funds are Fidelity® Select Gold Portfolio, Gabelli Gold Fund and the Invesco Gold & Special Minerals Fund. Gold has long been a symbol of wealth and stability and in ...

So much of investing during retirement comes down to the luck of the draw. Prevailing interest rates could be high, enabling retirees to subsist exclusively on their stock and bond income. Or retirees ...

With a high-risk appetite and a 15-year horizon, you’ve built a mutual fund portfolio balancing equity, debt, and gold exposure — but is it truly all-weather? Understanding how to align asset ...

Forbes contributors publish independent expert analyses and insights. David John Marotta is a financial advisor covering financial planning. Recently, I spoke with an 85-year-old widow who did not ...