Clients of financial advisors may need to ask for extra information, but advisors can do themselves, and their clients, a ...

Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that doesn’t necessarily mean it’s the right amount for every investor. Even ...

An exploration of five unique long-term portfolio models that have outperformed the S&P 500 since 2018. Stock portfolio models offer advantages in diversification and outperforming in changing market ...

Picture this: You own a bunch of prime real estate—beautiful apartments or sprawling warehouses—and instead of renting them out and generating income, you let them sit empty. Most savvy real estate ...

Big-name stocks dominate global equity indices, creating hidden risks for investors. Here are strategies to mitigate concentration and volatility.

Visualizations can be crucial for effectively sharing information with your team, or clients, about what’s happening with your portfolio. They can also potentially help you make timely investing ...

Investing can often feel like navigating a maze of endless options and ever-shifting market conditions. This is where the Modern Portfolio Theory (MPT) comes in, offering a roadmap for making smarter ...

Until recently, the classic 60/40 portfolio combining U.S. stocks and investment-grade bonds was tough to beat. Domestic stocks racked up double-digit annual returns on a regular basis, and bonds ...

FXU outperformed traditional utilities ETFs and the S&P 500, with a 23% YTD price rally and 25% total returns. Read why FXU ETF is a Strong Buy.

On March 19, 2025, the staff of the U.S. Securities and Exchange Commission (the “SEC”) updated its Frequently Asked Questions (“FAQ”) pertaining to Rule 206(4)-1 (the “Marketing Rule”) under the ...

According to the Carson Group, investors are leveraging equity factors like momentum and low volatility and adopting active fixed-income strategies. Savvy investors are turning to strategies such as ...