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 ...

It is possible to build an ultra-high yield portfolio and keep up with the market (S&P 500) on total return. A quality high-yield portfolio can simplify investment management, producing a growing ...

My retirement portfolio generated a record amount of realized gains for 2024, generating >$110k in tax-free income, and bringing my 4-year annual average income to $95.5k. I explain how I use ...

Discover how to calculate covariance to assess stock relationships and optimize your portfolio, balancing risk and potential ...

Discover the importance of total return investing in portfolio management, its benefits, strategies, and tax considerations.

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 ...

WhiteOak Capital Asset Management study shows how debt, equity, and gold combinations impact portfolio risk and returns, ...

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 ...

Bitcoin's (CRYPTO: BTC) volatility is well known, but Bitwise Chief Investment Officer Matt Hougan argues that when viewed within the context of a broader portfolio, the asset may improve performance ...

If there’s one topic most advisors dread more than market volatility or compliance paperwork, it’s talking about fees. Few things make an advisor’s pulse spike faster than a client asking, “So… what ...