A secret weapon that can lower cholesterol has been flying under the radar for more than 20 years. It’s called the portfolio diet—and it has been gaining followers, thanks to rising interest in ...

It’s always smart to take stock of your portfolio in December, but this year it’s especially key. The investment landscape may be shifting, and retirees can’t afford to coast into 2026 on autopilot.

Every four years, California’s largest public pension fund undertakes a reevaluation process to balance its anticipated investment returns with the expected cost of benefits paid to retirees. This ...

With the rise of AI superstocks, the U.S. equities market has rarely been so concentrated. Those stocks’ explosive gains have raised concerns that investors may be putting too many of their eggs in ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

New York, NY – September 23, 2025 – Bloomberg today announced the launch of AI Portfolio Commentary, an AI-powered feature within PORT Enterprise, Bloomberg’s premium portfolio and risk analytics ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

The 60/40 portfolio strategy—a mix of 60% stocks and 40% bonds—has served investors well for decades. But financial professionals say investors who plan to rebalance their portfolios by year’s end ...

The world’s most celebrated photographers have mastered not only their craft but also the art of showcasing it. Building a photography portfolio is absolutely essential for anyone pursuing a ...

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 ...

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 ...

The current recommended Bitcoin allocation is just 1%. The new thinking is that investors can boost that allocation to 10% or higher, based on rising life expectancies and longer investing horizons.