Farran Powell is the managing editor of investing at Forbes Advisor. She was previously the assistant managing editor of investing at U.S. News & World Report. Her work has appeared in numerous ...
At the end of what was arguably one of the best years for the stock market in more than a decade, investors in any of the 20 top-performing mutual funds of 2024 would have earned a return that nearly ...
Your portfolio might not be as diversified as you think. The US market has been dominated by a group of mega-cap tech stocks known as the Magnificent Seven. These giants have delivered strong returns, ...
The three main differences between index funds and mutual funds are management style, investment objective and cost. Index funds tend to be the clear winner over the long term. Many, or all, of the ...
Dividend stocks are the Dolly Parton of investing: Everyone seems to like them. Many retirees rely (at least somewhat) on the regular income that dividend stocks generate. Nonretirees, meanwhile, ...
Top 5 small-cap mutual funds delivering 30%+ returns in 2025 include Quant, Nippon, Tata, Bandhan, and Invesco schemes. Small-cap funds can go up fast and fall just as quickly. The last year has been ...
Farran Powell is the managing editor of investing at Forbes Advisor. She was previously the assistant managing editor of investing at U.S. News & World Report. Her work has appeared in numerous ...
Index funds provide instant diversification by tracking market indexes like the S&P 500. With low expense ratios and minimal turnover, index funds reduce management costs and taxes. Historically, ...
Ask a beginner retail investor what they think best predicts whether a fund will outperform, and the answers tend to vary. Some point to the long-running dominance of U.S.-focused funds as evidence of ...
A well-planned retirement portfolio should ideally be built around several different income buckets. When combined, those sources aim to produce a sustainable withdrawal rate that supports ongoing ...
The largest life insurance company in the U.S., Northwestern Mutual has been issuing policies since the 1860s. Its financial strength, excellent customer service and history of paying dividends are ...
Vanguard index funds kicked off the passive-investing revolution, in which investors try to meet rather than beat market moves for long-term gains. Many, or all, of the products featured on this page ...