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 ...

Want to grow wealth but don’t want to have to spend hours poring over your investment portfolio or investment decisions? If so, a lazy portfolio may be right for you. Lazy portfolios are designed to ...

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 ...

Want to grow wealth but don’t want to have to spend hours poring over your investment portfolio or investment decisions? If so, a lazy portfolio may be right for you. Lazy portfolios are designed to ...