While Premium membership is no longer available for purchase, legacy Portfolio Manager is still accessible for former Premium members who are current Investor subscribers. Portfolios in Investor are ...

Portfolio diversification might sound like a chore, but it’s worth the effort in 2026, given how dominant the artificial intelligence trade was last year.

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 ...

One of the first robo-advisors compared to an asset-gathering behemoth Reviewed by Amilcar Chavarria Wealthfront and Schwab ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Treasury Inflation-Protected Securities were originally introduced in January 1997 and are designed to provide inflation-protected interest and principal payments. Unlike other bonds, which generate ...

Uncover top portfolio tools to streamline your investment management. Find powerful software options that provide ...

Six years after our original article, we reinvestigate Paul Ferrell’s 8 “Lazy Portfolios” – and analyze the ever-evolving investment landscape for new higher-return, lower-risk alternatives. 3 of our ...

Below, we cover the best portfolio analyzers and analysis tools in detail. (Personal Capital is now Empower) has 3.3 million users, some of whom use free tools such as the Personal Dashboard, and some ...

Passive income is money received regularly without having to perform active work. Sources can include royalties, a pension, rental income or a business venture in which the investor is not actively ...

Limit crypto to 5%-10% of total investments to manage risk in your portfolio. Diversify by investing in cryptos with different use cases and market caps. Regularly rebalance your crypto holdings to ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...