Your financial objectives and risk tolerance will primarily dictate how you structure your portfolio. But you’ll also want to consider taxes and fees, your potential lifespan, need for long-term care ...

Do you have a backup plan? This is one of the key questions when it comes to managing your portfolio in retirement. Your income will be determined in large part by how much growth your portfolio ...

Every retirement plan is based on a combination of goals, risks and personal budget. You want to build a portfolio for security, so you never need to worry about money again, while also generating the ...

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 ...

For most people, investments and food are on opposite ends of the “fun” spectrum. Many would say preparing a meal or going out to dinner (pre-COVID-19 of course) is an enjoyable experience, whereas ...

Forbes contributors publish independent expert analyses and insights. I write about alternative income ideas and closed end funds. American Capital Senior Floating, Ltd. is a small cap business ...

The new year brings an opportunity to reflect on your current investments, analyze future outlooks and rebalance your portfolios accordingly. The good news is analysts expect the market to continue to ...