Key Takeaways In a 2025 survey of over 1,000 investors, about 86% of high-risk retirees failed to meet a basic asset ...

Statistics show 80% of business owners have the majority of their wealth tied up in their business. Here are 3 financial diversification strategies for the small business owner. Diversification poses ...

Compounding can build wealth. Resilience can protect it. Together, they can anchor long-term success. In today’s uncertain world, betting on a concentrated portfolio may be a risky gamble. Diversify ...

Since early 2022, U.S. equities have experienced negative monthly returns in 17 separate months. Bonds declined in all but three of them. This pattern has led many investors and advisors to question ...

Concentrated stock holdings can pose a high risk to your portfolio. Discover strategies to diversify and manage your investments efficiently for better safety and growth.

Key Takeaways In contrast to most financial advisors, Munger called wide diversification “protection against ignorance,” useful only when you don’t have conviction. Holding too many positions, he ...

DFAU is a diversified ETF tracking the Russell 3000 with a low expense ratio and high concentration in tech, finance, healthcare, and consumer cyclical sectors. Diversification is important for risk ...

Consumer spending accounts for roughly 70% of America’s GDP, and in 1994, Jeff Bezos changed the way Americans consume. Amazon started as an online bookstore and blossomed into a $1.9 trillion ...

Please provide your email address to receive an email when new articles are posted on . Consider a long-term tax diversification strategy according to tax rate exposure. Consider making changes now ...

Scaramucci, on his YouTube channel, used the example of Warren Buffett‘s investment in Apple Inc. (NASDAQ:AAPL) to explain his point. Scaramucci pointed out that when Apple became 50% of Buffett’s ...