Viraj Desai

Consumer Price Index (CPI) doesn’t tell the whole story. What’s your personal inflation rate? How can you use it to assess your long-term goals?

Some financial professionals suggest including alternative investments—those that fall outside the world of stocks, bonds, and cash—as part of a diversified portfolio. Should investors consider cryptocurrencies as part of the alternatives choice set?

Learn about “black swan” events and how you can attempt to protect yourself and your portfolio from adverse shocks.

Now that the elections are settled, some new certainty can help guide investment choices. Contemplate long-term fundamentals and portfolio diversification.

Public companies are required to periodically disclose the state of their business in forms such as the 10-K and 10-Q. These forms can help investors make more informed decisions.

2020 was a challenging year for investors. But 2021 might be a challenge as well—for different reasons. Here’s a look at the opportunities and risks.

Start the new year off right by making resolutions for your portfolio. Consider evaluating your portfolio regularly, trimming off unwanted assets or liabilities, learning new investing skills, saving regularly, and planning early.

Interest rates have been low for quite some time, and if Federal Reserve projections hold true, they’ll continue to be low for a while. How might you get a yield bump in such an environment? Here are a few ideas—but remember the risks.

Discover what constitutes a mid-cap stock, and learn about investing in mid-cap stocks.

Asset allocation is a basic discipline for diversifying your portfolio, especially if you have a long-term investing strategy. Relative valuations are important.