Investors need investment objectives to provide a clear direction for their portfolios. These objectives can help align their investments with specific financial goals, risk tolerance and time ...

FOLIO constructs Ready-to-Go portfolios to help investors meet a variety of goals. Today, president and CEO Greg Vigrass discusses how the company researched the target-date category and developed its ...

Does the make-up of a client’s portfolio depend in part on the objective, be it retirement, saving for college or planning for emergencies? Processing Content Anjali Jariwala, a CFP and the principal ...

Diversifying to produce stability and Alpha will follow. Each piece of the portfolio should serve a purpose. Managing large issues can be simplified by breaking them down. Provide for one's basic ...

Regardless of how you feel, it's wise to see a doctor for an annual physical exam. The same goes for an investment portfolio. Investors should periodically measure performance and analyze the types of ...

For example, if an individual has determined that they need $75,000 worth of income in order to retire comfortably, and are receiving $25,000 worth of Social Security income, then their portfolio ...

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 ...

Is your investment portfolio balanced accordingly? A balanced investment portfolio is a collection of investments owned by an individual or entity. Investors manage all investments collectively within ...

The title of portfolio manager is generally a catchall term for a person or firm that's responsible for investing client assets. A more precise definition, however, depends on the type of firm. Some ...

To keep pace with competitors, businesses must constantly monitor, adjust, and streamline their patent portfolios. Doing so ensures that portfolios deliver the maximum potential return on investment ...

Extreme weather events are occurring with increasing frequency. Whilst the initial focus is rightly on the loss of life, attention is being paid to the increasing magnitude of economic and financial ...