A very well-known American restaurant chain became mired by controversy in recent years, eventually leading to its bankruptcy. Now, it’s looking to make a big return. According to PR Week, Hooters of ...

Your risk tolerance and long-term goals will change, and it's good to check if your portfolio still aligns with your objectives. Reviewing the performance of current holdings can help you diversify ...

Kristina Byas is contributor at Investopedia. As a personal finance expert, she has lent her insights and knowledge to numerous financial publications. Her articles have helped readers navigate the ...

If you’d like to do a thorough review of your portfolio and plan, here are the key steps to take. I recommend doing them over a series of sessions, not all at once. This could be your current ...

Warren Buffett’s company, Berkshire Hathaway (BRK-B), recently held large positions in Apple (AAPL), American Express (AXP), and Bank of America (BAC) stock. All three of these stocks check the boxes ...

I am single and have no children. I have two grandnieces, ages 5 and 10. I want to leave them each an inheritance from investments that will become available when they become 18. I would like the ...

Explore how key differences in portfolio breadth and sector mix set these two small-cap value ETFs apart for investors. Both the State Street SPDR S&P 600 Small Cap Value ETF and the iShares Russell ...

In late 2021, as the housing market overheated and the Federal Reserve’s benchmark interest rate hovered near zero, Tony Yang found an unconventional way to fund his down payment. He logged into his ...

This year has been a testament to financial markets' remarkable ability to look past the noise. Throughout 2025, investors faced a barrage of potential shocks, from escalating tariff threats to ...

I just finished my year-end portfolio review and have some cash to put to work. I thought I'd share my picks with you. Persistent inflation, high valuations, and uncertain political and rate dynamics ...

The S&P 500 is the best way to get overall exposure to the broader U.S. economy. Investing in mid- and small-cap stocks gives you exposure to the additional opportunities. A well-rounded portfolio ...

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 ...