James Chen, CMT is an expert trader, investment adviser, and global market strategist. Erika Rasure is globally-recognized as a leading consumer economics subject matter expert, researcher, and ...

The traditional 60/40 portfolio still has plenty of defenders. Many advisors continue to recommend it as a simple, balanced ...

My retirement portfolio generated a record amount of realized gains for 2024, generating >$110k in tax-free income, and bringing my 4-year annual average income to $95.5k. I explain how I use ...

Talk of a recession is once again dominating the headlines. The latest job report has just been released, showing a weaker ...

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 ...

Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...

Bitcoin's (CRYPTO: BTC) volatility is well known, but Bitwise Chief Investment Officer Matt Hougan argues that when viewed within the context of a broader portfolio, the asset may improve performance ...

It may be time to reassess the wisdom of the 60/40 portfolio, which was created back in the early 1950's and is often referred to as the "Modern Portfolio Theory." The theory was created by Harry ...

The S&P 500 stock index gained 23% in 2024. The tech-heavy Nasdaq grew about 29%. Lofty stock returns and muted bond growth may mean investors need to rebalance their allocations to bring them back to ...

Forbes contributors publish independent expert analyses and insights. Empowering smarter money moves. Historically, one of the arguments for diversity equity inclusion was that diverse teams make ...