Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration's tariff policies sent many stock market indexes into ...

The image of the executive who loyally climbs the corporate ladder at one company is fading. In its place, the portfolio leader has emerged—a direct evolution of the portfolio career movement that ...

After years of deliberation, the Small Business Administration has decided that it will not sell one of its pandemic-era loan portfolios–one that has an estimated default rate in the double-digits. It ...

The storm over the so-called 60/40 investment portfolio misses the point, our columnist says. The key issue is diversifying your portfolio, and that is as important as ever. By Jeff Sommer Jeff Sommer ...

Should you have international stocks in your portfolio? If you already have exposure to US large-cap stocks, international stocks could be a logical addition thanks to their potential to improve ...

Index funds are a type of mutual fund or exchange-traded fund (ETF) that aims to replicate the performance of a specific market index such as the S&P 500. Unlike actively managed funds, where fund ...

A few months ago, in a conversation about careers, I heard a sentence that changed everything: “You have more of a portfolio approach.” I’ve long felt a need to justify the many many many jobs I have: ...

Modern Portfolio Theory (MPT) is an academic practice for optimizing investment portfolios in pursuit of realizing the greatest potential reward for the amount of risk an investor is willing to assume ...

Portfolios can help you clearly define your strengths and weaknesses. The documents included in a portfolio will identify your strong suits. Think about your next co-op or even the type of job you may ...

Balancing a portfolio aligns it with your risk tolerance and investment goals. Rebalancing maintains your set risk level by adjusting asset allocations as needed. Portfolio rebalancing ensures buying ...

Morningstar’s Christine Benz put together a series of investment portfolio examples that both retirees and savers can refer to as they build their own portfolios. The goal of these portfolios isn’t to ...

Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...