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

For years, the 60/40 portfolio had been the gold standard for diversified investing. A lengthy bull rally coupled with two ...

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 ...

They say you are what you eat – but you may also be what you invest in. That's because your investment choices reveal more than just your portfolio's strategy. They can reflect your personality, your ...

Retirees can use market conditions to determine where to go for cash flows. Giles: Before we get into the topic of bucket maintenance, let’s discuss the bucket strategies. What is a Bucket portfolio, ...

Life insurance provider John Hancock just released its Longevity Preparedness Index, a survey to measure U.S. adults’ ability to live well in older age. It reveals a sobering reality: Americans score ...

Why gold and bitcoin are popular again now, and what investors should consider if they want to use them as diversifiers.

Akamai isn’t a failed story — it’s a transformative one. The stock’s 20% decline this year may seem severe, but the downturn ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...