Managing an investment portfolio can be challenging for financial advisors and investors who handle multiple accounts and asset classes. As the financial industry becomes more digital, many ...

A well-constructed retirement portfolio should balance equities and fixed income, targeting 75% equities and 25% fixed income for reduced volatility and strong returns. Equity exposure is diversified ...

Key Takeaways For people in their 60s, retirement accounts typically hold more than $300,000 in stocks on average—but the median balance is closer to about $100,000.Taxable brokerage accounts vary ...

My Seeking Alpha stock portfolio delivered 62.94% in the last year, outperforming the S&P 500 TR by ~3.8x. Read more about my portfolio here.