To find out if you’re on track to reach your financial goals, review your current portfolio balance, combined with your ...

For many years, advisors have relied upon a conventional 60/40 stock/bond mix for client portfolios. Stocks would provide the desired growth while (hopefully) protecting against inflation, and bonds ...

Investing can often feel like navigating a maze of endless options and ever-shifting market conditions. This is where the Modern Portfolio Theory (MPT) comes in, offering a roadmap for making smarter ...

Note: This article is part of Morningstar's Nov. 2016 Year-End Tax-Planning Guide special report. A version of this article appeared Aug. 4, 2016. It's a fact of life: Many investors begin putting ...

T. Rowe Price has long been a Morningstar favorite thanks to its sober management style and record of strong stewardship. But the process of building a tax-efficient T. Rowe portfolio highlights a few ...

The primary reason for the dramatic rise in Bitcoin has been it being increasing used in portfolios of investors who previously avoided it. Modern Portfolio Theory shows that the most efficient ...

Deploying tax-efficient strategies within an investment portfolio is one of the most critical roles of a financial advisor, especially because many investment managers focus on pretax investment ...

Cierra Murry is an expert in banking, credit cards, investing, loans, mortgages, and real estate. She is a banking consultant, loan signing agent, and arbitrator with more than 15 years of experience ...