You won’t earn any tax breaks when investing in a taxable (nonretirement) account: no deduction on your contributions, no tax-deferred compounding, no tax-free withdrawals. So why bother? Maximum ...

The objective was to create a stream of dividend cash flow that would grow reliably year after year. I’m pleased to report ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

The Model Portfolio identifies 20 recommended securities to generate $10,000 per year in income. The portfolio covers various sectors like real estate, business development companies, bonds, and ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

Wayne Duggan has a decade of experience covering breaking market news and providing analysis and commentary related to popular stocks. Wayne is a senior contributor for U.S. News & World Report and a ...

This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real estate, bonds, infrastructure, ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

I tend to focus on large companies, but recognize that I may be missing out on growth. I bought a small, rapidly expanding REIT, managed by a well-seasoned team. Growth has since stalled, and now I'm ...

India, March 4 -- The journey from aspiring model to booking consistent work can seem daunting, especially in India's increasingly competitive modeling industry. As someone who walked the runways of ...

A portfolio career is an intentional model involving multiple streams of work aligned to your strengths and values.