In this article I cover a strategy that identifies stocks with strong return on equity (ROE) and give you a list of stocks that currently pass the AAII Return on Equity screen. Return on equity may ...

Every four years, California’s largest public pension fund undertakes a reevaluation process to balance its anticipated investment returns with the expected cost of benefits paid to retirees. This ...

In this article I showcase the total return strategy used by Ronald Muhlenkamp and give you a list of stocks currently passing the AAII Muhlenkamp screen. The Muhlenkamp approach seeks companies with ...

Various industry surveys over the years have indicated that the larger an RIA gets, the more likely they are to leverage the services of more than one custodian. Over my 27 years in wealth management, ...

In the staid world of sovereign wealth and pension funds, an evolution is underway that could rewrite how trillions of dollars get invested. For decades, these institutional allocators took roughly ...

What is the total portfolio approach and why are m... What is the total portfolio approach and why are more investors using it? The total portfolio approach, or TPA, is a framework for managing ...