For many people, retiring feels like crossing a finish line. You have spent your working years building wealth, and now it's time to manage and spend that money. By and large, this is true – your ...

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 ...

WASHINGTON, Sept. 30, 2025 /PRNewswire/ -- Opportunity Finance Network (OFN), the nation's leading investment intermediary and network of community development financial institutions (CDFIs), launched ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

In June 2017, I launched The Prime Portfolio and The Action Portfolio. Prime bets demand serious money and action bets are reserved for more speculative positions that satisfy the psychological need ...

Harry Browne's central premise emphasized resilience over return maximization, focusing on portfolio structures capable of withstanding multiple economic scenarios. Vince Trust applies this approach ...

Portfolio management is the process of building and maintaining investments. You can manage your own portfolio, or hire a portfolio manager or investment advisor. Many, or all, of the products ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

For many people, retiring feels like crossing a finish line. You have spent your working years building wealth, and now it’s time to manage and spend that money. By and large, this is true – your ...

Do you have a backup plan? This is one of the key questions when it comes to managing your portfolio in retirement. Your income will be determined in large part by how much growth your portfolio ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...