With the stock market soaring to new all-time highs on what seems like a daily basis, managing your portfolio's risk might not be the first thing on your mind. If you wait for a downturn, though, it's ...

If a fund has a gain in a security and then sells that security, it must distribute those capital gains to shareholders on record within its fiscal year. Even if you reinvest that distribution back ...

Investors need investment objectives to provide a clear direction for their portfolios. These objectives can help align their investments with specific financial goals, risk tolerance and time ...

Exchange-traded funds (ETFs) have emerged as an efficient and cost-effective way to build a diversified portfolio. This is why many investors turn to this investment vehicle to reduce their risks.

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. One of the most important things anyone can do as they ...

Many of you know that I frequently talk about the Bucket approach to retirement portfolio construction. I was inspired to work on bucketing after talking to Harold Evensky nearly two decades ago, and ...

Rebecca Rosenberg has 10+ years of experience as a writer and content strategist. She has written dozens of articles on retirement, financial planning, business, tech, and more. Rebecca has a master’s ...

Microsoft CEO Satya Nadella has introduced a new era of productivity within Microsoft 365 by unveiling Agent Mode in Copilot.