On this episode of The Long View, Ben Felix, chief investment officer for PWL Capital and co-host of the Rational Reminder podcast, discusses portfolio diversification, DFA, and what trends he sees in ...

For many of us, investing is how we save for retirement, college education and other life events. After setting our financial goals and building a diversified portfolio, we can watch our investments ...

A comfortable retirement for a debt-free couple, with a paid-off home, requires an estimated $6,500 in monthly expenses ($78,000 annually). Social Security benefits are projected to cover about 65% of ...

If you’ve ever had a gut-punch moment checking your 401(k) after a rough trading week, you’re not alone. During turbulent times, the idea of “safe haven” assets is appealing. These investments, by ...

A first-quarter 2025 “Model Portfolio Trend” report compiled by fintech firm Broadridge Financial Solutions confirms that financial advisors have increasingly gravitated to model portfolios. The ...

I rigorously tested the 5% rule using Monte Carlo simulations to evaluate its effectiveness for equity portfolios. My analysis excluded cash and fixed income, focusing solely on the best-performing ...

Model portfolios have continued their growth trajectory within the US wealth management space, with assets climbing to $6.6 trillion in the second quarter of 2024, according to Broadridge's latest ...