Valuations of a business or enterprise and real estate share numerous methodologies, terms and standards, which often result in confusion amongst the distinct disciplines. Both types of valuation ...

For retirees getting by on lifetime savings, these are challenging times. Interest rates on Treasuries, municipal bonds and other high-grade paper are so low as to be insulting. The Federal Reserve ...

A version of this article previously appeared on March 12, 2021. It seems like a bygone era and it is: Fewer than 15 years ago, cash yields were at 5% and bond yields were even more robust. But yields ...

When it comes to retirement, are some Americans playing it too safe? The “flooring” approach to retirement income, a saving strategy that focuses on steady and predictable payouts, remains popular ...

When it comes to retirement, are some Americans playing it too safe? The “flooring” approach to retirement income, a saving strategy that focuses on steady and predictable payouts, remains popular ...

The flooring approach is a retirement strategy that uses guaranteed income sources, like Social Security, pensions, or annuities, to cover essential expenses. This creates a stable “floor” of income ...

Women have a lot going against them — much more than men — when it comes to creating enough income to last through their retirement years. Set out below is a list of some of the impediments women must ...

There are three commercially recognized valuation models for real estate: the “comps” approach (comparable market analysis), the “income capitalization” approach (cash flows) and the replacement value ...

We've frequently debated income versus total-return approaches on Morningstar.com during the past few years, with partisans weighing in on both sides of the debate. I've made no secret of my own ...

Having developed his unique approach to investing only after retiring from working in finance, popular Seeking Alpha author Steven Bavaria has published a book-length treatment of The Income Factory.

Current market uncertainty is prompting advisers to de-risk portfolios, which for many means reallocating away from riskier equity assets in favor of fixed income. In fact, we've seen a lot of flows ...