Take your investment strategy to the next level. Learn how a resilient portfolio can help limit your losses in a downturn, improve long-term returns, and reduce stress that might cause emotional ...

An uncertain market, a miscalculation, inadequate systems or poor planning can turn an investment with potential into a ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

A financial portfolio is a collection of various investments like stocks, bonds, and others. Diversification is crucial; it involves mixing investment types to reduce risk. Regularly reviewing and ...

A retirement portfolio that's too conservative can backfire. But if you know the appropriate amount of risk for your age, you can avoid running out of money in retirement.

A basic three-fund portfolio includes a US equity index fund, an international-equity index fund, and a total bond market index fund. It can be an exchange-traded fund portfolio or a traditional index ...

Rumors of the death of the 60-40 portfolio — that old standby allocation of 60% stocks and 40% fixed-income investments — are premature. A portfolio that held 60% of its assets in U.S. stocks and 40% ...

Alex Shahidi, JD, CFA®, CFP®, ChFC®, CIMA®, is a Managing Partner and Co-CIO at Evoke Advisors, and Host of The Insightful Investor Podcast. Treasury inflation-protected securities (TIPS) may be the ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

The 60/40 portfolio strategy—a mix of 60% stocks and 40% bonds—has served investors well for decades. But financial professionals say investors who plan to rebalance their portfolios by year’s end ...