The first half of the year has given investors plenty to process—from banking turmoil to a morphing yield curve to the debt ceiling debate.

The DFA Quarterly Market Review features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

Get updates on our 2023 outlook for growth, inflation, and central bank policies, plus 10-year asset class return forecasts.

Reflecting on the man who built investing’s foundation: Modern Portfolio Theory.

Our global survey of economic conditions features a look at divergent expectations for the key U.S. interest rate.

Deciding who should be your beneficiary may be a no-brainer for some people. But for others, it might be a bit more difficult.

Frank conversations and some extra planning may be necessary.

Data suggests a mild recession is possible before year end.

How does a Family Trust work? Are there different kinds? And how can you set up your own Family Trust? Use this step-by-step guide to get started!

Investors have long pursued real estate investments for accumulating and growing wealth.

History shows that stocks tend to outpace inflation over time—a valuable reminder for investors concerned about rising prices.

Investors have more ways than ever to fund Roth accounts under the Secure Act.

A Survivor's Trust is a sub-trust created when one spouse in a Joint Trust passes away.

Vanguard's model anticipates that the Fed won't be in a position to cut rates until the middle of 2024.

Global stocks and bonds are strongly positive YTD with oil falling substantially.

How can entrepreneurs avoid missing out on donating illiquid assets to charity?

Are aware of filial responsibility law? Learn more about filial responsibility and five ways it may affect you.

Despite all the promise of AI, I prefer to accept market prices rather than prices from algorithms.

A Limited Liability Company (LLC) is a popular alternative investment option for self-directed IRA (SDIRA) owners - in part because of the range of asset options available.

A simple, flexible and tax-advantageous way to give to your favorite charities.