Investors understand intuitively that some stocks are riskier than others. The capital asset pricing model attempts to quantify the common perception of risk using a term called beta. By understanding ...

There are many approaches to managing risk. One of the more popular methods is “targeted relative volatility” where a portfolio tries to match the volatility of a benchmark. Unfortunately, because ...

As we emerge from the pandemic, we do so having changed profoundly in light of the experiences of the past two years. Capital markets are no different. They, too, have emerged quite different than ...

For decades, the broad U.S. stock market has rewarded many investors with steady long-term growth—and concentrated exposure to some of the most innovative, growth-oriented companies has historically ...

Jesse Emspak has 20+ years of experience as journalistic entrepreneur and 10 years of financial services reporting on Wall Street. Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced ...

Last week I introduced ETFs that offer some hope to turbulence-scarred equity investors. It really is possible to reduce volatility, and the amount of return we have to sacrifice may not be nearly as ...

The investment seeks to provide long-term capital appreciation with lower volatility relative to the global equity market. The fund invests primarily in U.S. and foreign stocks that are expected to ...