Last week I outlined my plans to create a portfolio of 10 companies that all have one thing in common: They provide a basic need or deliver life's necessities. It's my contention that basic-needs ...

Below is a graphic representation of the data in the chart above. It may clearly be observed that standard deviation of the portfolio is asymptotic (law of diminishing returns) as it relates to ...

Managing a diverse investment portfolio requires having the right tools at your disposal. Investment portfolio management software is more sophisticated than ever and provides investors with many ...

I recently presented at the T3 conference in Las Vegas. The title of my presentation, "Hot takes! All the ways you're doing portfolio management wrong" was meant to be humorous, but the content was ...

Bryn Harman, CFA, has 40+ years of experience in corporate finance, including as CEO/CIO of value-oriented investing firm Pelouse Capital Management. Andy Smith is a Certified Financial Planner (CFP®) ...

Marc Davis is the author of several books and has 20+ years of experience writing about business, finance, and economics. Khadija Khartit is a strategy, investment, and funding expert, and an educator ...

For several years now, the Federal Reserve has been buying up Treasury bonds in an attempt to boost the economy with monetary stimulus. One big channel through which this quantitative easing (central ...

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 ...