Portfolio Strategy

What It Means to Be ‘Wealthy’ in America Today

Correction appended: July 24, 2013, 11:03 p.m. E.T.

The rich don’t really think they’re rich. In a new survey, the vast majority of investors with $1 million in assets don’t consider themselves wealthy. Which brings up the question: What do the terms rich and wealthy really mean?

Trouble With Your Investment Portfolio? Google It!

In the stock market, there are countless strategies for making a buck. Some investors like to focus on the fundamentals of the companies they invest in — poring over financial statements to figure out which firms are over- or under-valued. Others invest based on trends or macroeconomic events, like whether the Fed is raising or lowering …

Are We Watching a ‘Great Rotation’ Into Stocks?

Money is flowing into stock funds this year. Skeptics abound but others believe that the Fed’s determination to rekindle an appetite for risk will produce a shift from bonds into stocks over the next few years and drive prices higher.

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