Mutual funds remain one of the most widely used investment vehicles because they make it easy to diversify across hundreds or ...

Learn the best practices for selecting the optimal number of mutual funds, balancing risk and returns, and ensuring your investments work smarter for you.

Index fund investing is one of the simplest, most reliable ways of building diversified portfolios for your clients. In this piece, we'll define what it is and how it compares to active funds. We'll ...

Recently, I watched Steve Chen from CALLTOLEAP share his approach to investing, and his message resonated with me because it strips away the complexity that scares off so many potential investors.

Index funds offer low costs and good diversification by tracking market indexes like the S&P 500. Warren Buffett's successful bet highlights index funds' potential to outperform actively managed funds ...

A well-diversified investment portfolio is a cornerstone of any long-term financial plan. While some investors choose to select individual securities — such as stocks and bonds — and ...

The $11 trillion in assets manager has shifted its recommended allocations to 70% fixed income. It now has more than $1 trillion in funds committed to bonds. In investing’s age-old active versus ...

Vanguard announced lower fees on dozens of investment funds, furthering an industry trend toward lower administrative costs ...

Forbes contributors publish independent expert analyses and insights. Many investors achieve their investment goals using just mutual funds because of their breadth of options, relatively low costs ...

A breakpoint in mutual funds is the investment level that reduces sales charges, offering larger investors discounts. Learn ...