The core-and-satellite strategy balances between stability and growth by combining passive funds with active methods for more ...

Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about personal loans, home equity loans, mortgages and banking. She lives in North Carolina and has taught and ...

How well do you understand yourself and your risk tolerance? Being able to answer this question will help you become a better ...

A financial portfolio is a collection of various investments like stocks, bonds, and others. Diversification is crucial; it involves mixing investment types to reduce risk. Regularly reviewing and ...

Russ Alan Prince is one of the foremost authorities in the private wealth industry and co-author of Ultimate Rainmaker: Creating a Pipeline of Wealthy Client Referrals from Accountants and Attorneys.

A basic three-fund portfolio includes a US equity index fund, an international-equity index fund, and a total bond market index fund. It can be an exchange-traded fund portfolio or a traditional index ...

A portfolio career is a perfect fit if you are multi-passionate, curious about many things, and are a lifelong learner. You do you to be happy! Love what ...

Retirees can use market conditions to determine where to go for cash flows. Giles: Before we get into the topic of bucket maintenance, let’s discuss the bucket strategies. What is a Bucket portfolio, ...

Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + Good. She continues to pursue her passion for writing and personal finance, ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...