If you’d like to do a thorough review of your portfolio and plan, here are the key steps to take. I recommend doing them over a series of sessions, not all at once. This could be your current ...

Cullen Roche has written a book called Your Perfect Portfolio. Navigating this current environment and investing timelines ...

If you’ve taken the time to decide on a target asset allocation—the mix of stocks, bonds, and cash in your portfolio—you’re probably ahead of many investors. But there’s a catch. Unless you’re ...

There are about 45 stocks in my portfolio, but there are some I have far more money in than others. SoFi is my largest investment as we head into 2026 thanks to stellar stock performance over the past ...

Portfolio diversification sounds like a chore—something that you know you should do but don’t have the time or the energy to take on. There’s always something more pressing to do. And your investment ...