I'm inheriting my elderly parents’ $680K portfolio managed by an adviser with a 1.75% fee. Should I fire him? Not only have ...
Not only have you inherited your parents’ portfolio, you’ve also inherited their long-time adviser. Now you’ll have to decide ...
The S&P 500's returns are measured using time-weighted returns (TWR), which don't account for cash flows like withdrawals. If you're retired and withdrawing funds, comparing your portfolio to the S&P ...
The rise of the robo-advisors, over the last decade, has changed the way people do their investing. These automated platforms ...
Experts feel understanding the current trends in the market, such as the anticipated peak in interest rates, the promising ...
Cryptocurrencies and gold have been rounding out an impressive year, with bitcoin and the precious metal both lifted to record highs. That's one of many things digital and physical assets suddenly had ...
A new model portfolio focusing on shipping stocks across various sectors, with monthly updates and S&P500 outperformance ...
Oklo is a nuclear power company that develops small modular nuclear reactors to provide clean energy made from nuclear waste.
Barings BDC (BBDC) trades at a 14% discount to book, offers a 10.6% dividend yield, and has a stable NAV over the last few ...
TD stock may look problematic now, but long-term investors should see this as an opportunity to lock in a strong rate. The ...
Most investors make a New Year's resolution to revamp their portfolio. But, in 2025, an unusual amount of uncertainty ...
At Fidelity, there are 45 taxable bond funds, including mutual funds and exchange-traded funds (ETFs). For income-focused ...