Viraj Desai

New to income investing? Learn about three approaches: dividends from equity holdings, interest from bonds and fixed-income securities, and income from a multi-asset portfolio. Each comes with its own potential benefits and risks.

Many investors prefer a globally diverse strategy, but some find that a portfolio focused on U.S. stocks and assets is better for their situation. Consider your time horizon and risk tolerance as well as your long-term goals to determine which might be right for you.

Looking to invest in a greener future? Learn how companies’ internal carbon prices plus data transparency can help with socially conscious investing.

Investors can use benchmarks to help gauge how their portfolios are performing. Find an appropriate benchmark to compare to your portfolio and keep your investing goals in mind.

Looking for a diversified portfolio that’s also tax efficient? Learn how the one-two punch of tax-free debt securities and tax-loss harvesting can help you pursue your goals.

Explore the importance of value investing in a volatile market and learn how to build a durable portfolio to help you weather the storm.

There’s more to portfolio diversification than stocks and bonds. Factors like market capitalization, international vs. domestic holdings, and sub-sector exposure all deserve consideration as you build a well-diversified portfolio.

What are separately managed accounts (SMAs), and how do they work for investors?

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

After a market drop, some investors might move their money to wait it out. Find out why staying invested may be a better approach than stock market timing.