Forbes contributors publish independent expert analyses and insights. I discuss how investing and markets are changing. Investments driven by bad math are like houses built on sand. At first, they can ...

Morningstar’s Christine Benz put together a series of investment portfolio examples that both retirees and savers can refer to as they build their own portfolios. The goal of these portfolios isn’t to ...

One of the most critical fallacies of portfolio benchmarking is the disparity between compound and variable rates of return. The importance of buybacks cannot be overlooked. Comparing your performance ...

The rationale? The market tends to rise over time. But there’s a critical flaw in this narrative. Your portfolio and a portfolio benchmark are entirely different things. And portfolio benchmarking, or ...