A $3 million portfolio using the 4% withdrawal rule generates $120,000 annually before taxes. Combined with Social Security, that could mean a retirement income closer to $150,000 a year. That’s ...

The biggest reason that ”simple” 2-ETF portfolios work is due to how markets now operate. It's very different than in decades past. Algorithmic trading creates whipsaw moves up/down, the same day and ...

There are two primary ways to generate income from stocks -- capital gains and dividend income. Investors who are primarily targeting potential capital gains may favor growth stocks that don't pay ...

In 2025, my biotech-focused portfolio delivered a 34.3% average return, outperforming the S&P 500 by 20.6%. I prioritize small- and mid-cap biotechs with FDA-approved drugs entering commercialization, ...

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 ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

As someone who writes about building portfolios for a living, I do research on many types of investments, ranging from tried-and-true core holdings to more esoteric corners of the investment world. A ...

BlackRock's assets under management (AUM) reached a record $11.5 trillion in 2024. The investment firm manages a diverse range of assets for individual, institutional, and ETF clients. BlackRock has ...

Vijay Kedia Portfolio Stocks: SME (Small and Medium Enterprise) stocks—listed primarily on platforms such as BSE SME and NSE Emerge—have become one of the most attractive pockets of the market, ...

I want a glorious 2026 for my portfolio, and I’ve put in thousands of hours of research in recent years… ...