You may be paying a ‘silent fee’ you don’t even know about.

Dynamic asset allocation adjusts your portfolio based on macroeconomic trends to optimize returns and manage risk, offering flexibility in varying market conditions.

GPS strategies incorporate a variety of asset allocation approaches, including strategic, tactical constrained, tactical unconstrained, and absolute return. Genworth Financial says it created GPS for ...

Patent portfolios are frequently discussed in terms of size, technological breadth, or litigation potential. Those characteristics may be easy to measure, but they are not what determines whether a ...

CT BUZZ” Host Natasha Lubczenko welcomed back financial professionals Michael Lehrhaupt, President, and Laura Lehrhaupt, Vice President, of Strategies for Wealth ...

If you’ve chosen a target asset allocation—the mix of stocks, bonds, and cash in your portfolio— you’re probably ahead of many investors. But unless you’re investing in a set-and-forget investment ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Inflation is an inevitable economic reality that erodes your purchasing power over time.

Portfolio management is the process of selecting and overseeing investments that match a client's long‑term goals and risk tolerance. As an advisor, your daily tasks often include designing and ...

As Investopedia reports, many Americans think they need at least $1.5 million to retire. However, data released by the U.S. Federal Reserve in 2025 showed that only around 2.5% of Americans have at ...

Advisors must juggle short- and long-term considerations when they make changes to their clients’ asset allocations. They have support for this process in the form of research from home offices and ...

Income investment strategies in a dividend world are guided by a macroeconomic backdrop that’s subject to many moving parts. The Fed is widely expected to lower interest rates at its September meeting ...

Apollo Commercial Real Estate Finance, Inc. (ARI) Q4 2025 Management View CEO Stuart Rothstein reported that Apollo Commercial Real Estate Finance is actively managing its real estate owned (REO) ...