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 ...

Many novice investors are willing to take risks without fully understanding the consequences..mutual fund risk assessment, investment risk tolerance, risk calculator, investment diversification, ...

Downside risk refers to the potential for an investment to decrease in value. Unlike general risk, which considers both upward and downward price movements, downside risk focuses solely on the ...

Over the past decade, regulatory changes and a search for new investment dollars have pushed more private market investment options into the mainstream—and some portfolios into uncharted territory.

Angelica Leicht is the senior editor for the Managing Your Money section for CBSNews.com, where she writes and edits articles on a range of personal finance topics. Angelica previously held editing ...

Successful retirement planning starts with calculating a realistic target number based on anticipated expenses and lifestyle ...

Bear markets put pressure on financial advisors hoping to grow their practices. Current clients will want to know if the market jeopardizes their retirement plans. Prospective clients will be ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The functionality will be integrated into Nasdaq’s Calypso platform, ...

Based on our research, in 2022, we entered a new market cycle that is expected to generate low returns for the next few years. The previous similar market cycles (1968-1982 and 2000-2009) recorded ...

Diversification is crucial for reducing portfolio risk by spreading investments across various asset classes, such as bonds, ...