Tracking and analyzing your investments can be a complicated and time-consuming task. Between expense ratios, dividend yields, management fees, tax planning, and asset allocation, there can be a lot ...

Prime Portfolio Planning's commitment to expertise, excellence, and a client-centered approach sets a high standard in the financial planning industry. Keith Galicia and his team invite successful ...

At its most basic level, diversification recognizes that asset classes — such as equities and bonds — carry different risks and rewards. By combining multiple sources of ...

In the second part of their discussion on the First Property Buyer Show, managing editor Liam Garman and deputy editor Emilie ...

Consistency of portfolio performance is quite an enigma. On the one hand, it’s what many investors, including your clients, will claim they want. On the other, many won’t stick with a portfolio long ...

As we enter the last quarter of 2023, there are a number of year-end planning topics to discuss with your clients. Portfolio planning, a priority for most clients, is an area that not only deals with ...

As retirement research has evolved, so too have ideas about what constitutes an optimal retirement strategy. In fact, in a recent paper, researchers Patrick Collins and Francois Gadenne note that the ...

Please provide your email address to receive an email when new articles are posted on . As we approach the year end, many investors, including physicians, will review their portfolios and assess the ...

How Much Can Clients Spend in Retirement? The retirement landscape has changed dramatically over the past several decades. Affluent retirees are living longer, and traditional pensions have declined ...

Yahoo Finance Markets and Data Editor Jared Blikre, who also hosts Yahoo Finance's Stocks in Translation podcast, looks ahead to December, breaking down historical stock performance in the last month ...