You won’t earn any tax breaks when investing in a taxable (nonretirement) account: no deduction on your contributions, no tax-deferred compounding, no tax-free withdrawals. So why bother? Maximum ...

The Model Portfolio identifies 20 recommended securities to generate $10,000 per year in income. The portfolio covers various sectors like real estate, business development companies, bonds, and ...

The following model stock portfolio is focused on capital appreciation using institutional quality stocks. The goal is to beat the S&P 500 Index (SP500) as the benchmark. The following criteria were ...

Investing for retirement hogs much of the discussion about how to build a portfolio, but most of us save for multiple goals in the years leading up to our retirements: home down payments, weddings, ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

Vanguard's latest launches, focused on after-tax returns and higher yields for clients, reflect a broader industry shift as ...

Envestnet announced offerings of BlackRock custom model portfolios for registered investment advisers and direct indexing portfolios on the Envestnet unified managed account platform in collaboration ...

The objective was to create a stream of dividend cash flow that would grow reliably year after year. I’m pleased to report that, despite a few bumps along the way (more on that in a moment), the ...

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

There are two reasons I keep a lot of cash in my long-term portfolio. And before I go any further, I want to be clear that the cash I'm talking about is not my emergency fund. That's separate cash to ...

Starbucks' business in China didn't provide the growth that I had expected when I invested. There are some contenders to replace Starbucks stock in my portfolio, but there's no need to make a hasty ...