Net liquidation value (NLV) is a financial metric that represents the total value of an investment portfolio if all assets ...

If it’s been a while since you rebalanced your portfolio, it might be too heavy on growth-oriented U.S. stocks.

The U.S. stock market has been highly resilient in the face of macroeconomic and tariff uncertainty in the last few years. Since the beginning of 2023, the S&P 500 index (SNPINDEX: ^GSPC) has posted ...

As we enter a period of nearly certain economic volatility, many investors are growing concerned about the durability of their portfolios and looking for ways to batten down the hatches in advance of ...

CBRE’s 2025 U.S. Investor Intentions Survey revealed that investor optimism is tempered by ongoing uncertainty (CBRE, January 2025). Tariffs, government contraction, AI wars, foreign trade shifts, ...

Nothing is stable when it comes to the stock market. It’s constantly fluctuating, and a multitude of factors can impact its rise and fall. According to the first consumer price index report of 2025, ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Just a couple of years ago in 2022, the 60% stock/40% bond portfolio seemed to fail investors, as both stocks and bonds finished the year in ...

I recently came across one of the more interesting things I’ve seen in a while: a report published by Goldman Sachs titled Investing in Everything, Everywhere, All at Once. As the name suggests, it’s ...

The AGF U.S. Market Neutral Anti-Beta Fund ETF is a strong hedge against market downturns, outperforming the S&P 500 during recent volatility. BTAL's strategy involves going long on low-beta stocks ...

Metallic Bitcoin symbol with financial chart over dark background. Horizontal composition with selective focus and copy space. If you happen to be a Bitcoin skeptic, you’re not alone. A recent Pew ...

The tides of investor sentiment seem to be shifting, with more investors feeling pessimistic about the future. Just under 50% of U.S. investors are "bearish" about the next six months, according to ...

Investors should not panic and go to cash because stocks are at all-time highs. At the same time, do not use leverage to put your portfolio on margin. Remember to always consider valuation when ...