A good year for stocks—and big gains in tech—may be making your portfolio too risky. How to get it in shape for 2026.

Slate Path was founded in 2012 in New York by David Greenspan after a long and successful tenure at Blue Ridge Capital. He ...

Just four stocks make up 79% of the Gates Foundation's portfolio SAUL LOEB/AFP via Getty Billionaire philanthropist Bill Gates, 69, has invested about 79 percent of his $48 billion portfolio through ...

As much as I dislike AI, it’s hard to disagree that it has its use cases. As a purely scientific tool, it’s a great way to sweep through troves of documents, research reports, news, and distill trends ...

Investing can be overwhelming, especially with all the noise in today's financial world. Building a successful investment portfolio might feel like navigating a maze of options... Investing can be ...

Learn about Schwab’s robo advisor offering—including its automated portfolios and zero advisory fees—to determine if it fits into your financial strategy Written By Written by Staff Money Writer, WSJ ...

If you’ve been wondering what are liquid assets and why they matter, here’s the quick answer: liquid assets are anything you own that can be turned into cash quickly without losing value. These are ...

Nathan Reiff has been writing expert articles and news about financial topics such as investing and trading, cryptocurrency, ETFs, and alternative investments on Investopedia since 2016. Irena Gajić / ...

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 ...

A first-quarter 2025 “Model Portfolio Trend” report compiled by fintech firm Broadridge Financial Solutions confirms that financial advisors have increasingly gravitated to model portfolios. The ...