Investing in value stocks can be a good way for investors to strike a balance between growth, dividends, and long-term stability.

Comparing index funds can help you align your investment goals, risk profile and financial strategy. Key aspects to consider include the cost of managing the fund, how closely it follows its benchmark ...

Investors are taking another look at the potential risks and benefits of running a more concentrated portfolio.

Warren Buffett recommends owning an S&P 500 index fund; that investment strategy would have been profitable over any 15-year ...

A basic three-fund portfolio includes a US equity index fund, an international-equity index fund, and a total bond market index fund. It can be an exchange-traded fund portfolio or a traditional index ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Feeling lazy about your investments? There’s a solution for that, and ...

During the second quarter of 2025, the Harbor Mid Cap Fund (Institutional Class, “Fund”) returned 4.19%, underperforming its ...

Vanguard has written about how IRA investors often fund their accounts but leave the money in cash. But I don’t imagine this is just a problem at Vanguard problem—and kudos to the firm for discussing ...

The core-and-satellite strategy balances between stability and growth by combining passive funds with active methods for more ...

There is a belief that the growth of index funds, which prefer to trade in the closing auctions so they track their index, has led to an increase in market-on-close trading. However, the premise ...

Summers Value Partners, an investment management company, released its second-quarter 2025 investor letter. A copy of the ...

These 15 funds lost billions in shareholder value over the past decade, even during a bull market. Discover which leveraged ...