Investors need investment objectives to provide a clear direction for their portfolios. These objectives can help align their investments with specific financial goals, risk tolerance and time ...

Every investor has their own needs, objectives and risk profile. Sharing portfolio management approaches can improve performance by sharing knowledge and experience. My household portfolio plan is ...

For example, if an individual has determined that they need $75,000 worth of income in order to retire comfortably, and are receiving $25,000 worth of Social Security income, then their portfolio ...

Does the make-up of a client’s portfolio depend in part on the objective, be it retirement, saving for college or planning for emergencies? Processing Content Anjali Jariwala, a CFP and the principal ...

Objectives-based investing has moved to the asset-management industry's fore in recent years, but the results haven't matched the hype. In our recently released report, we reviewed over 1,000 distinct ...

Regardless of how you feel, it's wise to see a doctor for an annual physical exam. The same goes for an investment portfolio. Investors should periodically measure performance and analyze the types of ...

In the past year, a new model for portfolio construction has emerged as the framework du jour. Positioned as a superior alternative to Strategic Asset Allocation, the Total Portfolio Approach promises ...

To keep pace with competitors, businesses must constantly monitor, adjust, and streamline their patent portfolios. Doing so ensures that portfolios deliver the maximum potential return on investment ...

In today’s rapidly evolving digital landscape, organizations face mounting pressures to innovate, adapt and deliver value—all while keeping an eye on costs and compliance. Strategic portfolio ...