It is difficult to know how much to invest in stocks or for how long you need to hold that investment. The truth is that, historically, the stock market averages around a 10% rate of return, not ...

Required rate of return (RRR) gives investors a benchmark to determine the minimum acceptable return on an investment considering the risk involved. By calculating RRR, investors can assess whether an ...

The Forward Rate of Return (FRR) was popularized by noted Investment Manager Donald Yacktman. The whole purpose of stock investing is balance the present rate of return, i.e., the dividend (if any) I ...

Whether you're new to the world of 401(k) plans or are looking to see how your investments stack up, having a general framework for 401(k) return rates can be financially beneficial, not to mention ...

The rate of return on an annuity is a crucial aspect to consider when evaluating the suitability of this retirement investment. Annuities offer different types of returns, depending on the specific ...

Waterfalls in private equity and venture capital dictate how investment returns are distributed among stakeholders. These structures determine who gets paid, in what order, and under what conditions.

About 4 months ago, I argued it was among the worst times to invest in non-investment grade debts, like those held in PIMCO Dynamic Income Fund in 3 decades. Now, I see an improved return/risk profile ...

You don’t have to be aggressive and take high risks to double your money. A more conservative approach can get the job done, ...