Morningstar managing director Jeff Ptak conducted research that looked at what would happen if the holdings in large-cap equity mutual fund portfolios were frozen in time, with no further changes over ...

Study, get a job, advance, retire. It’s the conventional wisdom that refuses to die. Despite the fact that individuals born between 1957 and 1964 held an average of 12.9 jobs during their careers, ...

The persistent trouble for bonds has encouraged investors to find alternatives to the 60/40 portfolio allocating three-fifths to stocks and the remainder to fixed income, and one alternative is on ...