Tax-efficient investing can quietly boost your returns over time. Learn how smart account choices and timing could help your portfolio grow more in 2026.

If investments have varying returns over time, a portfolio may bear little resemblance to its original allocation.

Warren Buffett invests in stocks with competitive advantages. Like the Oracle of Omaha, investors should not ignore valuation. Portfolio diversification is also important -- but not too much. But how ...

So-called lazy portfolios can help you maintain a diversified investment mix with just a handful of funds. Here's a look at a few popular ones. Many, or all, of the products featured on this page are ...

Building a global investment portfolio as a U.S. expat demands thoughtful planning, an awareness of regulations and, ideally, expert guidance.

Rebalancing your portfolio is a critical – yet often misunderstood – aspect of long-term investing. In our recent Morningstar Investor subscriber webinar featuring portfolio strategist Amy Arnott and ...

Balancing a portfolio involves allocating your assets—i.e., stocks, bonds, real estate, and cash—in a way that aligns with your financial goals, time horizon, and risk tolerance. The goal is to ...

Select securities with a positive NAV performance, buy them at the lowest possible price, and keep them for the long run. This is investing. This approach will also help us over time to reduce the ...

Bonds provide diversity to an individual’s investment portfolio. They can deliver predictable returns and regular cash flows ...

In all, the town of Longboat Key has $83.4 million in investments and cash, much from debt issued to the town that it ...

Revenue is soaring at this AI company.

Over the past decade, technology has revolutionized every industry imaginable. Yet, few sectors have experienced such a dramatic transformation as finance and investing. Artificial Intelligence (AI) ...