Despite the unresolved European debt crisis and America's fiscal cliff, stock markets remain buoyant. With politicians bickering, that is mostly due to aggressive action from central banks. Yet ...

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Portfolio income – money you earn via investing – is a valuable addition to your personal financial life no matter what your age. With the Morningstar U.S. stock index up 31.56% year-to-date (as of ...

Family Offices need to be strategic about asset allocation, because the right diversified approach can help mitigate losses in stressed markets. Investment managers and regulators are relying ...

Not everyone wants to or has the time or interest to be an active investor. Here's a portfolio for passive investors. We construct a portfolio solely based on funds, 75% ETFs and 25% CEFs. The ...

What’s your investment portfolio’s performance? Do you know? Just 57% of U.S. adults are “financially literate,” according to a study from Standard & Poor’s titled the “2015 Global Financial Literacy ...

This post is by Justin Wells, Executive Director of Envision Learning Partners. Portfolio assessment has been around for a long time, and the practice appears to be growing. It’s easy to see why. A ...