Each month, I provide an update to my four dividend growth model portfolios that includes portfolio beta and other volatility-adjusted metrics, such as the Sharpe Ratio. Recently, I was asked by a few ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

Nick Lioudis is a writer, multimedia professional, consultant, and content manager for Bread. He has also spent 10+ years as a journalist. Khadija Khartit is a strategy, investment, and funding expert ...

At the beginning of 2022, investment outlooks predicted a volatile market. Inflation was expected to rise while the stock market slowed. Experts predicted negative bond returns and single-digit stock ...