Investment Factors

Why investment sizing is an important—yet often overlooked—factor in investor outcomes.

Maintaining exposure to high-quality stocks is harder than it might seem.

What to know if you are considering this ETF trend.

How to factor in higher rates when deciding whether to purchase an annuity or buy long-term-care insurance.

A top fixed-income manager at Pimco discusses the possibility of a soft landing, the prospects for lower-quality bonds, and key lessons from a challenging bond market.

How to address the risks of portfolio volatility amid the ongoing debt battle.

Higher interest rates are mostly a positive, but investors need to watch out for pitfalls, too.

Uncertainty over inflation, a recession, and the Fed could mean continued wide swings in the bond market.

Why the Achilles heel of momentum strategies poses a risk.

And what that relationship indicates about future returns.

As cash yields remain attractive, here’s how to think about your asset allocation today.

Also, the sales outlook for blockbuster diabetes drug Mounjaro and the debate on whether unions are bad for investors.

Intermediate-term government-bond funds have reached escape velocity, providing a cushion against potential price declines.

Here’s what it may mean for bond and stock investors.

Schwab’s chief global investment strategist on the Middle East Conflict, the state of the global economy, why bond yields are rising, and more.