Forbes contributors publish independent expert analyses and insights. Many investors achieve their investment goals using just mutual funds because of their breadth of options, relatively low costs ...

Hybrid mutual funds blend equity and debt in one portfolio, offering the growth potential of stocks with the stability of bonds, a smart choice for medium-term goals (3–5 years). In 2025, they remain ...

Exchange-traded funds are ideal for those just beginning to invest. Here's how to get your portfolio up and running with ETFs ...

Investors and retirement savers who want to own broad swaths of the stock and bond markets often face a choice: Do they want to buy time-honored mutual funds, or upstart exchange-traded funds? If ...

Retirement investing used to mean picking between stale index funds, overpriced mutual funds or praying your target date fund didn't flatline. But what if you could use that same 401(k) or IRA to ...

The surging popularity of passive investing has left active asset managers scrambling. That’s the headline story, but it’s not the whole one, as we’ve detailed in recent issues of Morningstar magazine ...

Forbes contributors publish independent expert analyses and insights. #1 stock picker for 51 straight months on SumZero. AI is my edge. There are at least 147 different Technology mutual funds and at ...

Learn how index funds invest in market indexes like the S&P 500 for broad diversification and market performance replication.

Explore how accredited investors can access hedge fund opportunities, including indirect methods to capture unique returns ...

Investment product selection involves many variables, but one area that requires a balancing act is the trade-off between affordability, diversification and sophistication. "Everyone wants the holy ...