Rep. Tom Suozzi (D-NY) led the Democrats with the best stock portfolio return of 2025, beating out all the major indexes with ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

Note: This video is one of several interviews that Morningstar director of personal finance Christine Benz had with Vanguard officials at this year's Bogleheads event. See all of the interviews here.

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

The Adaptive Asset Allocation (AAA) portfolio combines two different tactical approaches (momentum and minimum variance) into one algorithm. The intention of this portfolio recipe is to optimize ...

Investors are optimists. Buying a public company’s shares today is a hopeful act that those shares will be more valuable in the future. A big challenge is holding onto that conviction during highly ...

The success of a client’s retirement portfolio can be defined as follows: remains solvent while providing the needed annual income for the rest of the client’s life. Toward that end, every client ...

There has been a lot of uncertainty floating around in the market as investors and consumers brace for the increasing possibility of a looming recession. Still, certain assets, including high-yielding ...

Before shifting into further discussion about whether these historical numbers provide the most appropriate assumptions for future market performance, it is worth understanding how to choose an asset ...

This article addresses what is commonly called sequence risk, but that term is inadequate. The topic could just as well be called “sequence opportunity.” The point is that sometimes the order in which ...