Creating an investment portfolio can be an important step in working toward your goals. We’ll help you move forward with confidence. Explore insights that may impact your portfolio’s performance like investment diversification, risk tolerance, portfolio construction and rebalancing, tax mitigation strategies and overall trends in investment management.

What percentage of my portfolio should be in cash?

Cash and cash equivalents won’t provide the same level of returns as investments, but they still play an important role in your financial plan.

ETF vs. mutual fund: What’s the difference?

Exchange-traded funds (ETFs) and mutual funds are both professionally managed and built to meet specific investment goals—but the similarities stop there. Learn about the difference between mutual funds and ETFs.

What to do with an inherited IRA

If you’re a beneficiary of someone’s IRA, your inheritance will come with options and requirements.

Understanding how a diversification strategy can help your investment portfolio

Diversification is a key part of risk management, with the goal to enhance and preserve your investment portfolio’s value.

Should I buy-and-hold stocks for long-term investing?

Instead of trying to time the market, consider buying stocks and other securities and holding on to them regardless of changes in the market. Read more about the benefits of this long-term investment strategy.

When to rebalance your portfolio

Whether you’re an active investor or passive, hands-off investor, knowing how and when to rebalance your portfolio should play a key role in your long-term investment strategy.

Get more investing insights.

See other investing articles that can help you work toward your goals with confidence.  

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