These mutual fund and ETF investing tips can freshen your portfolio

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This ETF’s strategy has been working, and the numbers point to continued success

A combination of low price-to-earnings valuation and high expected growth rates can set up good performance over the long term. Read More

Bond investors, don’t get fooled: this rebound is just a bear-market rally

Investor returns hinge on better-than-expected fed funds rate changes. Read More

Why the S&P 500 is destined to keep crushing the Russell 2000

‘Winner-take-all’ economy favors large-cap stocks over small- and midcaps. Read More

The Russell 2000 Index has soared, but you might be better off looking elsewhere for quality small-cap stocks

A more selective small-cap index has consistently outperformed the Russell 2000. Read More

The S&P 500’s first five trading days may indicate full-year performance. That doesn’t bode well for stocks in 2024.

The last time the index fell 1% or more in its first five trading days of the year, in 2022, it lost 19.44% for the full year. Read More

A stock- and stock-fund investor’s guide to the first trading days of 2024

‘January Effect’ has no lasting effect at all. Read More

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