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Jennifer Simonson has spent more than 20 years writing for newspapers, magazines and websites. Her journalism career started in a Denver-area city council building as a government newspaper reporter.
President Donald Trump disclosed just over 1,000 financial transactions for the month of June. The buying and selling of stocks, bonds and ETFs appears to be a broad reshuffling of his portfolio. His ...
Whether you’re retired or saving for retirement, Morningstar’s Director of Personal Finance and Retirement Planning Christine Benz has a collection of investment portfolio examples to show you how to ...
Model portfolios are no longer a niche solution—they are rapidly becoming a foundational tool for financial advisors. Morningstar’s 2026 US Model Portfolio Landscape report highlights how these ...
Daniel Liberto is a journalist with over 10 years of experience working with publications such as the Financial Times, The Independent, and Investors Chronicle. Katie Reilly is a former Editor of ...
Modern Portfolio Theory (MPT) is an academic practice for optimizing investment portfolios in pursuit of realizing the greatest potential reward for the amount of risk an investor is willing to assume ...
Jordyn Bradley is a staff writer on the investing team at Forbes Advisor. Previously, she was a retirement reporter at Investopedia, where she covered government and policy updates related to the ...
In 2022, former House Speaker Nancy Pelosi said that lawmakers would soon vote on banning congressional stock trading. Four years later, no ban has passed, and representatives can still buy and sell ...
Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...
Chevron is a global oil major that operates exploration and production, petrochemical, and refining and marketing businesses. In 2025, Chevron acquired Hess following nearly two years of regulatory ...
WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more.