Learn what to monitor and what to ignore in your robo-advisor portfolio to stay focused on long-term goals and avoid unnecessary reactions to market swings.

I share three key lessons for building portfolios, encouraging readers to question popular dividend and valuation approaches.

Dividend growth stocks provide growing income, inflation protection, and stability, making them essential for long-term, ...

A diversified portfolio can help you grow wealth and protect you from losses. Understand what portfolio diversification means and how to build a balanced portfolio.

Rebalancing is a component of any smart long-term investment strategy, but the “how” and “when” are not well understood. Learn the specifics of balancing your portfolio.

Financial success isn’t built overnight — it starts with small, consistent habits learned early. From piggy banks to mutual funds, each generation has its own tools but shares the same values.

The Kiplinger 25 is a list of our top no-load mutual funds that have proven capable of weathering any storm.

Just like sports memorabilia and Pokémon cards, art is a risky venture that most clients probably shouldn’t touch.