James Chen, CMT is an expert trader, investment adviser, and global market strategist. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, and has a degree in accounting and ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

Want to grow wealth but don’t want to have to spend hours poring over your investment portfolio or investment decisions? If so, a lazy portfolio may be right for you. Lazy portfolios are designed to ...

I designed my own retirement income portfolio after firing my financial advisor in 2009 and started my income investing journey by learning all I could about investing. Using Portfolio Visualizer, I ...

As you begin building wealth and establishing an investment portfolio, you want to be very active in diversifying your investments as well. This is an essential process to help ensure your assets are ...

Passive income is money received regularly without having to perform active work. Sources can include royalties, a pension, rental income or a business venture in which the investor is not actively ...

Calculate stock weights by dividing each stock's value by total portfolio value and multiply by 100. Stock weight impacts portfolio's performance, affecting its volatility and gains. Adjust stock ...

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 ...

The following article, originally published by the self-titled "Portfolio Queen," Stephanie Gleeson, gives you an insider's perspective into what recruiters are looking for when they open your ...

Covered call ETFs play an increasingly vital role for income investors. While they have inherent flaws, the benefits clearly outweigh them. In the article, I detail the rationale for including covered ...