Investors need to be cautious of the risks of relying too heavily on historic correlations that are prone to change. The current positive correlation between bonds and equities undermines fixed income ...

You may have heard people say that investing involves a tradeoff between risk vs. return. And that’s typically true. Investors usually need to take on greater risk to achieve higher returns. But what ...

Gold has a key role as a strategic long-term investment and as a mainstay allocation in a well-diversified portfolio. With few exceptions, gold has been particularly effective during times of systemic ...

Portfolio return measures the gain or loss of an investment portfolio over time. Learn how it influences investment ...

Effective risk management requires having the right tools. This is where portfolio risk software solutions come in handy for your RIA firm. These platforms let you identify potential risks and come up ...

Investing in stocks involves risks from both general factors impacting the economy and the stock market, as well as factors that may be specific to a given holding in the fund. As with any actively ...

WASHINGTON, DC - APRIL 02: U.S. President Donald Trump holds up a chart while speaking during a “Make America Wealthy Again” trade announcement event in the Rose Garden at the White House on April 2, ...

When considering risk management in your portfolio it is important to recognize that a diversification strategy will serve as the heartbeat of a well-constructed portfolio and long-term financial plan ...

Angelica Leicht is the senior editor for the Managing Your Money section for CBSNews.com, where she writes and edits articles on a range of personal finance topics. Angelica previously held editing ...

Maintaining a balanced portfolio helps manage risk and reach your investing goals Barbara Friedberg is a veteran investment portfolio manager, fintech consultant, and expert investor. She is a ...

Below, we cover the best portfolio analyzers and analysis tools in detail. (Personal Capital is now Empower) has 3.3 million users, some of whom use free tools such as the Personal Dashboard, and some ...