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

Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated history of working in both institutional and retail environments, from broker-dealers to ...

The U.S. stock market has become so concentrated that even broad index funds are no longer well diversified, our columnist says.

When it comes to investment strategies, there are two big schools of thought. On one side, passive investors chant the mantra of low-cost index funds. On the other side, stock pickers tout their ...

It’s easier to make a case for using fairly priced, proven active bond funds than it is for stock funds. That’s the upshot of recent research by Morningstar’s Eric Jacobson and Maciej Kowara. In “The ...

Experts predict the S&P 500 will continue to grow in 2026. But after three years of robust gains, diversification is crucial. Investors should balance core U.S. holdings with international equities, ...