Text Callout : Key Takeaways - What Is a Portfolio Lender? If you've applied for a mortgage and been turned down, you might want to look for a lender whose requirements are more flexible. Portfolio ...

Glenn Dorsey, CFA, CAIA, is senior vice president and head of client portfolio management at Clark Capital Management Group, a privately held and employee-owned asset manager that believes investing ...

A portfolio career is a perfect fit if you are multi-passionate, curious about many things, and are a lifelong learner. You do you to be happy! Love what you do! Maybe you are a unicorn or a purple ...

A financial portfolio is a collection of various investments like stocks, bonds, and others. Diversification is crucial; it involves mixing investment types to reduce risk. Regularly reviewing and ...

Diversification is truly a free lunch in wealth management. Holding a range of assets, and balancing physical and financial ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. A portfolio consisting of 60% stocks and 40% bonds is often considered a standard for investors with moderate risk tolerance because it ...

Are you dreaming of a life where your investments pay you back? It’s not a pipe dream. Let’s say your portfolio has $100,000 worth of dividend-paying stocks. Rather than just watching your money grow, ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Just a couple of years ago in 2022, the 60% stock/40% bond portfolio seemed to fail investors, as both stocks and bonds finished the year in ...

Disinvestment refers to the process of reducing or eliminating investments in a company, asset or industry, often for financial, ethical or environmental reasons. It can occur when businesses sell off ...

The more heart-healthy, plant-based foods you can eat, the less room you’ll have in your ‘portfolio’ for foods that increase ...

When investing in multiple mutual funds, some of the funds would have invested in the same set of stocks. This is normally termed as mutual fund overlap. So when an investor puts money in multiple ...