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Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

Historically, pricey markets have generated weaker 10-year average annual returns. It means investors must be more mindful of ...

Managing an investment portfolio can be challenging for financial advisors and investors who handle multiple accounts and asset classes. As the financial industry becomes more digital, many ...

Many of us grew up with a classic financial narrative: work hard, live below your means, invest in a diversified portfolio…and over time, you’ll build wealth. It’s a simple and familiar formula. But ...

Baby Boomers (ages 61 to 79 in 2025) held the largest balances, averaging about $599,000, while the Gen X investors (whose oldest members started reaching 60 this year) averaged about $379,000. These ...

For retirees and income investors, investing in broad indexes, such as the S&P500, is not a very good option and presents many pitfalls, including very low income, deep drawdowns, and a roller-coaster ...

Growth Strategy Portfolio seeks long-term capital appreciation and, secondarily, current income. Read more here.

Question: “When is a good time to plan and adjust your portfolio for retirement? Should you work with your adviser for 1, 3, 5 or more years leading up to it?” (Looking for an adviser? You can use ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. One of the most discussed subjects in retirement planning ...

Discover the Hong Kong Monetary Authority Investment Portfolio’s role in managing assets for the region’s stability and growth, with insights into its bond and equity strategies.

Finance students at Quinnipiac University have increased the value of a student-managed portfolio by a whopping $1.3 million ...