Rep. Tom Suozzi (D-NY) led the Democrats with the best stock portfolio return of 2025, beating out all the major indexes with ...

Tracking and analyzing your investments can be a complicated and time-consuming task. Between expense ratios, dividend yields, management fees, tax planning, and asset allocation, there can be a lot ...

How to design the right investment plan … specific action steps to take today … preparing for whatever the market brings this year The S&P just closed out the year near record highs… But while we ...

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 ...

Is rebalancing your investment portfolio for 2026 a must-do for all investors? “Rebalancing isn’t equally important in every market environment,” says Morningstar portfolio strategist Amy Arnott.

Every few years the financial world rediscovers private equity and declares it the secret club where all the real money is made. It is a compelling narrative. The smartest firms buy small companies, ...

Investors looking for big changes to the holdings of the Bill & Melinda Gates Foundation Trust portfolio may generally have been disappointed in its report from the third quarter, as it mostly stood ...

Forbes contributors publish independent expert analyses and insights. Chelsea writes about marketing, freelance life, and entrepreneurship. An online portfolio is crucial for freelancers looking to ...

In this article, we will take a look at some of the best dividend stocks for the best retirement portfolio. As a gr‌owin‌g number of Ame ricans app⁠r‌oach retirement, many stil l hav e n ot fully ...

Bloomberg ESG Scores measure best-in-class performance of a company’s management of financially material corporate sustainability issues. The issues deemed material in the Environmental (E) and Social ...

Microsoft has launched AI agents for Word, Excel, and PowerPoint. The agents are available for business and individual subscribers. Now accessible on the web, the agents will expand to the desktop.

The following model stock portfolio is focused on capital appreciation using institutional-quality stocks. The goal is to beat the S&P 500 Index (SP500) as the benchmark. The following criteria were ...