Most investors lose money not because markets fail, but because they fail to plan. Building a portfolio that survives market crashes, economic shifts, and changing life circumstances requires more ...

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 ...

Before I owned my own company, I was an oil investor, and I’ve seen my fair share of losses. As a result, I’m particularly attuned to the risks people take when they decide to invest in an oil and gas ...

As financial advisors navigate an increasingly complex investment landscape, the traditional 60/40 stock-bond portfolio allocation is facing unprecedented challenges. With heightened market volatility ...

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 ...

In previous discussions, we have highlighted several aspects of governance within family offices, particularly in relation to investment management. At the heart of investment governance is a vital ...

Investors are used to focusing on the future. However, there comes a point in most investors’ lives when they must use their investment portfolio to meet their income needs. This transition ...

Nathan Reiff has been writing expert articles and news about financial topics such as investing and trading, cryptocurrency, ETFs, and alternative investments on Investopedia since 2016. Vikki ...