David is the Founder and CEO of Realized, a firm whose mission is to improve lives through innovative investment property wealth solutions. Investing in real estate is historically a proven way to ...

Leeron is a New York-based writer who specializes in covering technology for small and mid-sized businesses. Her work has been featured in publications including Bankrate, Quartz, the Village Voice, ...

Claire Boyte-White is the lead writer for NapkinFinance.com, co-author of I Am Net Worthy, and an Investopedia contributor. Claire's expertise lies in corporate finance & accounting, mutual funds, ...

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 ...

This archived news story is available only for your personal, non-commercial use. Information in the story may be outdated or superseded by additional information. Reading or replaying the story in ...

What’s your investment portfolio’s performance? Do you know? Just 57% of U.S. adults are “financially literate,” according to a study from Standard & Poor’s titled the “2015 Global Financial Literacy ...

Today, we explore portfolio quality, applying the ideas of The Real Estate Chair. The four legs of the real estate chair include tenant credit quality, unit level performance, location, and ...

One of the most important factors for traders when considering a strategy is the margin requirement for initiating and maintaining a position. Professional portfolio managers may benefit from applying ...

Portfolio income – money you earn via investing – is a valuable addition to your personal financial life no matter what your age. With the Morningstar U.S. stock index up 31.56% year-to-date (as of ...

One of my favorite presentations—and one of the best-performing Morningstar videos on YouTube—is an oldie about how to build a portfolio that you don’t have to babysit. That’s a topic that I’ve ...

Recent research from Vanguard revealed a surprising finding: A lot of the money in IRAs—either the result of rollovers from company retirement plans or from direct directions—is sitting in cash ...

This post is by Justin Wells, Executive Director of Envision Learning Partners. Portfolio assessment has been around for a long time, and the practice appears to be growing. It’s easy to see why. A ...