Portfolio strategies

Why now is the time to shift portfolios from risk-on mode to risk-off.

A new Charles Schwab study points to the lack of pension plans as one factor pushing millennials to start saving for retirement on their own.

Tokenization can unlock new hedging and investment opportunities.

RIAs are putting clients on the sidelines as they expect global equities to slump into a bear market.

They say a prolonged period of volatility will require more creative solutions to find returns and stave off losses.

Here are tips on how to weather changing markets.

It's counterintuitive, but basic short selling can boost the after-tax return on an entire retirement portfolio.

With the Federal Reserve is expected to raise interest rates in March, 61% of those surveyed by UBS said they had more than 10% of their portfolio in cash and equivalents, up from 59% heading into 2021.

Often-obscure factors affect the returns of individual funds that mirror similar indexes. Here's what you need to know.

Individual investors who were ahead of the S&P 500 for most of 2020 have been stuck behind the benchmark since early 2021 as stay-at-home and meme stocks struggled.