Your financial objectives and risk tolerance will primarily dictate how you structure your portfolio. But you’ll also want to consider taxes and fees, your potential lifespan, need for long-term care ...

Every retirement plan is based on a combination of goals, risks and personal budget. You want to build a portfolio for security, so you never need to worry about money again, while also generating the ...

Do you have a backup plan? This is one of the key questions when it comes to managing your portfolio in retirement. Your income will be determined in large part by how much growth your portfolio ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

There is no question that retiring with $2 million in the bank represents a pretty significant achievement for most people and puts you far ahead of many other Americans approaching retirement age.

For most people, investments and food are on opposite ends of the “fun” spectrum. Many would say preparing a meal or going out to dinner (pre-COVID-19 of course) is an enjoyable experience, whereas ...

ETFs selling covered calls with a growth portfolio is an interesting income approach during a bull market. Investors may look at a short-term bottom and recovery for good opportunities to buy growth ...

Forbes contributors publish independent expert analyses and insights. I write about alternative income ideas and closed end funds. American Capital Senior Floating, Ltd. is a small cap business ...