It may seem churlish but defining what we mean by “portfolio management” is an essential prerequisite to discussing it. The terms “order management system” and“portfolio accounting system” are often ...

Discover why investors prefer the geometric mean for assessing portfolio performance due to its compounding effect, and learn how it differs from the arithmetic mean.

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 ...

Johnson & Johnson MedTech CEO Tim Schmid said the company is entering its next phase of growth with a sharper focus on ...

Fixed income may not be as exciting as stocks most of the time, but investors still need it to offset risk in other areas. A sluggish economy combined with low interest rates makes things challenging ...

For example, your money was equally split between two funds: after a year, one is up 50% and the other has fallen 50%. Your ...

He later went on to say, “Now at a place like Berkshire Hathaway or even Daily Journal, we’ve done better than average. … why ...

Stock valuations are near a historic high, at about 22 times forward earnings. The peak for that ratio is 24 times earnings, so stocks in a best-case scenario only have 9% or so upside from here, ...

The Vanguard S&P 500 ETF and the Vanguard Total International Stock ETF are good foundations for almost any portfolio. The Vanguard S&P 500 ETF provides exposure to the most influential U.S. stocks, ...