Exchange-traded funds (ETFs) are the market's Swiss Army knife, capable of allowing average Joes and Janes to invest in a ...

Recently, the Dow Jones eclipsed 26,000 points. In response to this news, many people asked, “How long will the market continue to climb?” Some are predicting the Dow will climb to 30,000 before the ...

Efficiency level measures a company’s capability to transform available input into output. It is often considered an important parameter for gauging the company’s potential to make profits. A company ...

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 ...

It's a fact of life: Many investors begin putting together their portfolios before they really know what they're doing. As they get more knowledge and experience under their belts, they're apt to ...

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 ...

Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise ...

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 ...

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 you're an investor, then you owe a word of gratitude to the late Nobel Prize laureate Harry Markowitz and his work on Modern Portfolio Theory (MPT). The development and subsequent implementation of ...

With just two days left for filing the income tax, investors are still seeking a variety of avenues to save tax at the last minute. While there are many traditional and legal ways to lower the tax ...

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 ...