Welcome to Indie App Spotlight. This is a weekly 9to5Mac series where we showcase the latest apps in the indie ...

Why it matters: The total portfolio approach refines the 60/40. It takes a closer look at the components of the plain-vanilla portfolio and considers how risky they are. The goal is to help investors ...

Discover how to calculate covariance to assess stock relationships and optimize your portfolio, balancing risk and potential ...

Portfolio hedging has relied on the same rules for decades, but as technology, geopolitics and the nature of trading undergo rapid change, hedging needs an update.

You rarely notice your roof unless there's a problem with it. For the vast majority of homes, roofs last 20 to 30 years without any repairs or replacement. When a problem exists with a roof, it can be ...

When building an options portfolio, use indexes first. Dr. Jim will show you why Scientists reveal winter habit that may be killing thousands each year Olympic snowboarder turned 'most wanted' ...

We're buying 25 shares of Alphabet at roughly $327. Following Tuesday's trade, Jim Cramer's Charitable Trust will own 120 shares of GOOGL, increasing its weighting to 1% from about 0.8%. We're ...

S&P 500 ETF (SPY) returned 258% over the past decade while bond funds like AGG returned 21%. Schwab Dividend ETF paid $1.05 per share across 2025 generating $19K annually on a $500K allocation. A $2M ...

If you’d like to do a thorough review of your portfolio and plan, here are the key steps to take. I recommend doing them over a series of sessions, not all at once. This could be your current ...

Portfolio management is the process of selecting and overseeing investments that match a client's long‑term goals and risk tolerance. As an advisor, your daily tasks often include designing and ...

A $3 million portfolio using the 4% withdrawal rule generates $120,000 annually before taxes. Combined with Social Security, that could mean a retirement income closer to $150,000 a year. That’s ...