An investment portfolio is a collection of assets that puts your money to work for you. Capital invested in carefully selected funds or stocks can deliver meaningful returns instead of falling behind ...

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 ...

Our guest for the video “Best Practices for Tax-Efficient Portfolio Management” is Michael Kitces. He is a financial planning expert and the head of planning strategy for Buckingham Strategic Wealth, ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Charlene Rhinehart is a CPA , CFE, chair of ...

Stop me if you’ve heard this: In 1994, Park City Mountain Ski Resort was acquired by POWDR. For nearly 20 years, POWDR had consistent success and consistently high profits. And then, in 2011...their ...

Position sizing is your primary tool to control risk. Research shows it drives over 90 percent of a strategy’s risk-adjusted return variance. Portfolio risk management doesn’t live in a vacuum. You ...

Kayla Missman specializes in making complicated topics more approachable. She has eight years of experience in journalism, editing and marketing, allowing her to dive into interesting topics and ...

Direct is a way to easily create, edit, and analyze portfolios quickly and efficiently in Morningstar Direct. It unifies Morningstar’s powerful portfolio capabilities in a clear and intuitive ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Anthony Battle is a CERTIFIED FINANCIAL ...

The Chaifetz School’s Applied Portfolio Management course (FIN 4630) offers upper level finance students the opportunity to directly manage nearly $2.5 million in University Endowment Funds. Students ...

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 ...

Managing a diverse investment portfolio requires having the right tools at your disposal. Investment portfolio management software is more sophisticated than ever and provides investors with many ...