Many of my high net worth clients wonder how to invest in crazy, unpredictable markets that seem impossible to comprehend. They especially want to make the ride to wealth creation a smooth, steady ...

Six years after our original article, we reinvestigate Paul Ferrell’s 8 “Lazy Portfolios” – and analyze the ever-evolving investment landscape for new higher-return, lower-risk alternatives. 3 of our ...

We analyzed several Lazy Portfolios (e.g., static asset allocation portfolios) by running a full set of risk and return metrics. We compared these Lazy Portfolios to over 250 other asset allocation ...

Morningstar’s Christine Benz put together a series of investment portfolio examples that both retirees and savers can refer to as they build their own portfolios. The goal of these portfolios isn’t to ...