A group of bestselling authors whose books have been banned from Utah public schools are suing state officials, arguing that Utah’s sensitive materials law is unconstitutional. “We do not live in a ...

For generations, the cornerstone of asset allocation has been the 60/40 portfolio – comprised of 60 percent equities and 40 percent fixed income. This balanced mix provided investors with a ...

Last year, Dr. Mahendra Amin prevailed in part in his lawsuit against NBC over certain accusations; from the June 26, 2024 decision in that case: Multiple statements [made in the NBC coverage] are ...

Detecting the real drivers of equity risk today starts with a critical look at traditional portfolio theory. Trading trends in recent years have rattled risk concepts. The retail trading fervor stoked ...

Morningstar has a rich history of publishing research aimed at helping institutional allocators make better informed decisions, and that sits very well alongside the firm’s better-known services ...

Pick up any science fiction book from the 1960s, and you’ll find parallel dimensions explained through magic portals or mysterious machines that work “just because.” Today’s readers want stories that ...

Investors are taking another look at the potential risks and benefits of running a more concentrated portfolio Investors are debating the merits and risks of running a more concentrated stock ...

This is where the Modern Portfolio Theory (MPT) comes in, offering a roadmap for making smarter investment decisions. Developed by Harry Markowitz in the 1950s, MPT has become a cornerstone of ...

Get The FREE Spreadsheet! In this video we are talking about the 60/40 Retirement Portfolio. Specifically, we are talking about adjusting this retirement portfolio to replace the bonds / bond ETF's ...

Introduction: The Portfolio Optimization Process Needs to Be Revamped. For decades, portfolio optimization has been the pinnacle of modern finance. In the 1950s, with the introduction of Harry ...