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 ...

A resilient portfolio reduces volatility by spreading risk across assets, sectors, and regions to limit damage when markets stumble.

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 ...

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 ...

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 ...

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 ...

When I was getting started as an investor, there was a fellow that I discovered one weekend on the radio. His name was Bob Brinker, and he was hosting a call-in financial show that was called ...

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 ...

Although mutual funds can't be hedged directly, you can still hedge a portfolio of mutual funds against market risk by buying optimal puts* on a suitable exchange-traded fund, or ETF. The first ...

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 ...