It may seem churlish but defining what we mean by “portfolio management” is an essential prerequisite to discussing it. The terms “order management system” and“portfolio accounting system” are often ...

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 ...

Discover why investors prefer the geometric mean for assessing portfolio performance due to its compounding effect, and learn how it differs from the arithmetic mean.

Many financial advisors recommend rebalancing your portfolio at least once a year, if not more often. Here's why now may be ...

Fixed income may not be as exciting as stocks most of the time, but investors still need it to offset risk in other areas. A sluggish economy combined with low interest rates makes things challenging ...

He later went on to say, “Now at a place like Berkshire Hathaway or even Daily Journal, we’ve done better than average. … why ...