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Schwab's Liz Ann Sonders says return to normal could be a rocky ride

The next economic cycle will likely require more strategic investing, and the ride could be bumpy, said Schwab's Liz Ann Sonders.

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How This 'Do Nothing Portfolio' Can Beat The S&P 500: Sit Back And Get Rich

The Do Nothing Portfolio would have generated a 12.2% annual return during those 10 years – practically identical to the S&P 500’s return during that time.

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How This 'Do Nothing Portfolio' Can Beat the S&P 500: Sit Back and Get Rich

A hypothetical stock portfolio has taken hands-off investing to a whole new level. Jeffrey Ptak, a chartered financial analyst (CFA) for Morningstar, recently…

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Small-Caps' Strength Bodes Well for Active Management

As concerns led the S&P 500 to post its worst first-half performance since 1970, small-cap funds didn’t do so bad during the first half of 2022.

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Active Value, Small-Cap Big Winners YTD

Morningstar’s chief ratings officer Jeffrey Ptak broke down the success rates of active U.S. stock funds year-to-date through June 30 by category.

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