While the stock market has been near all-time highs, there has been volatility. For investors near or in retirement, it may be time to move to safer assets.

Christine Benz: Hi, I'm Christine Benz from Morningstar.com. We are 10 years into a bull market and if investors don't have risk controls on their mind, they probably should. Joining me to share some ...

For decades, the default answer to almost any investing question was simple: buy an S&P 500 index fund and hold it forever.

The diversification-focused modern portfolio theory has been the investing "rulebook" for decades, but it might be worth ...

Effective risk management requires having the right tools. This is where portfolio risk software solutions come in handy for your RIA firm. These platforms let you identify potential risks and come up ...

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. There are scores of backward-looking measures of risk and volatility, such as standard deviation and beta. Those can be helpful, but how do ...

The so-called “Permanent Portfolio” was designed in the 1980s to be safe and profitable in all economic conditions. We take a look at the ingredients and performance of the Permanent Portfolio by ...

A simple portfolio rebalancing trick can help retirees manage risk, protect retirement income and worry less about market ...

The investment markets of 2022 proved how inadequate many conventional data, analytics and risk management tools were in trying to limit the damage of a bear trend. Traditional risk management and ...

As portfolios expand across different asset classes and accounts, investors may find it harder to understand their total ...

For many years now investors have been told that a diversified portfolio is responsible for 90% of the long term investor’s returns. In structuring a portfolio investors must consider their risk ...