Ray Dalio’s All-Weather Portfolio may be losing its edge as bonds falter. Click here to read my full analysis.

I present a diversified 25-position model portfolio focused on income, blending BDCs, MLPs, CEFs, REITs, and option-income funds for stability and growth. Each security is equally weighted (4%), ...

2024 has been quite the year thus far — especially for income-focused investors. It has never been harder for income-focused investors to balance perceived risk with long-term gains. In this post, I ...

There are about 45 stocks in my portfolio, but there are some I have far more money in than others. SoFi is my largest investment as we head into 2026 thanks to stellar stock performance over the past ...

Long Beach, Calif.-based RIA firm Halbert Hargrove has existed since the Great Depression and has seen every kind of market cycle since its founding in 1933. Its focus, according to co-CIO Brian ...