When wealth managers and their clients talk about private assets today, the whole portfolio perspective may be absent. That’s because public and private assets tend to be talked about separately in ...

Total Return is a percentage measure reflecting the total performance of a fund, incorporating both capital gains and the effect of dividends reinvested over a specific period. Net Asset Value is the ...

While Premium membership is no longer available for purchase, legacy Portfolio Manager is still accessible for former Premium members who are current Investor subscribers. Portfolios in Investor are ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

Are you struggling to keep track of your stock investments? With a plethora of stock portfolio trackers available today, you can find one that perfectly aligns with your trading style and financial ...

Managing portfolios today and into the future requires a different approach if firms want to be more productive, manage risk more effectively and capitalize on emerging technologies. In a webinar ...

Most investors probably agree that diversifying your stocks makes sense. That way, if a few holdings aren’t working out, they won’t sink your entire portfolio. But where do you begin? In Fisher ...