Portfolio Use News Today

Some worries belong in the "unlikely to happen/deal with it when it actually does" bin.

The data suggest that industry-specific funds don't do much to diversify a U.S. equity portfolio.

It's a good question, given the performance of bond funds in 2022 so far.

Investment quality and expenses, as well as tax costs, are big swing factors.

If you've decided to purchase an annuity, you'll need to think through where to hold it, how much to annuitize, and when to make the buy.