As you work toward a well-diversified portfolio, you can use Morningstar Categories to better understand the different types of investments. And you can use my Role in Portfolio framework to ...

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That will also determine how much of your portfolio is allocated to each type of investment ... of investment costs and fees, including management fees, transaction costs and expense ratios ...

In this series on portfolio basics ... credit is a specific type of private debt that refers to loans and debt financing provided by nonbank lenders, such as asset-management firms.

Compare Betterment and E*TRADE Core Portfolios, two robo-advisors on our list of the best, to see which one offers the portfolio management and investing features you need.