An investment portfolio is a collection of assets that puts your money to work for you. Capital invested in carefully selected funds or stocks can deliver meaningful returns instead of falling behind ...

A durable income-focused portfolio strategy reduces income reduction risk and stress by prioritizing stable income over market-beating returns. In this respect, I have outlined my detailed approach ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...

Today, we explore portfolio quality, applying the ideas of The Real Estate Chair. The four legs of the real estate chair include tenant credit quality, unit level performance, location, and ...

This is the fourth in a Series of articles that show how the National Association of Online Investors (NAOI) is changing the way portfolios are designed and managed to better cope with modern market ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the ...

Recent research from Vanguard revealed a surprising finding: A lot of the money in IRAs—either the result of rollovers from company retirement plans or from direct directions—is sitting in cash ...

A suggestion you’ve probably heard many times is to have a “diversified stock portfolio.” But what does that mean and how do you successfully diversify to warrant greater returns? Here, we break down ...

One of the most important factors for traders when considering a strategy is the margin requirement for initiating and maintaining a position. Professional portfolio managers may benefit from applying ...