One of the easiest things you can do to improve your portfolio’s take-home return is to pay attention to tax efficiency, and it’s arguably never been more important. Sure, capital gains and dividend ...

Note: Christine Benz's Portfolio Makeover Week is coming this fall. To learn more about having your portfolio considered for a makeover, click here. Thanks to an exceptionally strong equity market and ...

With tax season just concluded, many financial advisors and their clients are turning their attention to strategies that can help make their portfolios more tax-efficient for next year. A lean tax ...

There are a few ways to diversify an overly concentrated portfolio. Equity derivative structures is one method. Another is through exchange traded funds. Equity collars is another option. But the most ...

If asked to list the desirable properties for an investment portfolio, most investors would place diversification and cost at the top of the list--likely in that order. While the word “cost” can apply ...

Investing can often feel like navigating a maze of endless options and ever-shifting market conditions. This is where the Modern Portfolio Theory (MPT) comes in, offering a roadmap for making smarter ...

Building a truly efficient portfolio involves a lot more than a plotted dot on a risk-return graph, said David Blanchett, a managing director and head of retirement research at PGIM DC Solutions.

The efficiency ratio is an indication of a company’s financial health. It analyzes how efficiently a company uses its assets and liabilities internally. However, at times, it becomes difficult to ...

There's a saying in investing: Don't let the tax tail wag the investing dog. But it still hurts to share your investment gains with the IRS. Many investors would rather sell some investments at a loss ...

Efficiency level measures a company’s capability to transform available input into output, and is often considered an essential parameter for gauging its potential to generate profits. A company with ...

Cierra Murry is an expert in banking, credit cards, investing, loans, mortgages, and real estate. She is a banking consultant, loan signing agent, and arbitrator with more than 15 years of experience ...

Learn everything you need to know about Efficient Market Portfolio Plus ETF (EMPB) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see if ...