David is the Founder and CEO of Realized, a firm whose mission is to improve lives through innovative investment property wealth solutions. Investing in real estate is historically a proven way to ...

In taxable accounts, selling investments to rebalance can trigger capital gains taxes. Expat investors need to weigh the benefits of rebalancing against these potential costs. Techniques like tax-loss ...

Caroline Banton has 6+ years of experience as a writer of business and finance articles. She also writes biographies for Story Terrace. Chip Stapleton is a Series 7 and Series 66 license holder, CFA ...

This archived news story is available only for your personal, non-commercial use. Information in the story may be outdated or superseded by additional information. Reading or replaying the story in ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...

A durable income-focused portfolio strategy reduces income reduction risk and stress by prioritizing stable income over market-beating returns. In this respect, I have outlined my detailed approach ...

Your portfolio is an opportunity to showcase your talents and skills alongside your application. Select RIT graduate degree programs require applicants to submit a portfolio in order to be considered ...

What’s your investment portfolio’s performance? Do you know? Just 57% of U.S. adults are “financially literate,” according to a study from Standard & Poor’s titled the “2015 Global Financial Literacy ...

Today, we explore portfolio quality, applying the ideas of The Real Estate Chair. The four legs of the real estate chair include tenant credit quality, unit level performance, location, and ...

Portfolio income – money you earn via investing – is a valuable addition to your personal financial life no matter what your age. With the Morningstar U.S. stock index up 31.56% year-to-date (as of ...

One of the most important factors for traders when considering a strategy is the margin requirement for initiating and maintaining a position. Professional portfolio managers may benefit from applying ...