FOLIO constructs Ready-to-Go portfolios to help investors meet a variety of goals. Today, president and CEO Greg Vigrass discusses how the company researched the target-date category and developed its ...

For example, if an individual has determined that they need $75,000 worth of income in order to retire comfortably, and are receiving $25,000 worth of Social Security income, then their portfolio ...

Objectives-based investing has moved to the asset-management industry's fore in recent years, but the results haven't matched the hype. In our recently released report, we reviewed over 1,000 distinct ...

Editor’s Note: The following is an excerpt from Curtis’s book, The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors, published by Wiley. While most ...

Does the make-up of a client’s portfolio depend in part on the objective, be it retirement, saving for college or planning for emergencies? Anjali Jariwala, a CFP and the principal of FIT Advisors in ...

Diversifying to produce stability and Alpha will follow. Each piece of the portfolio should serve a purpose. Managing large issues can be simplified by breaking them down. Provide for one's basic ...

In today’s rapidly evolving digital landscape, organizations face mounting pressures to innovate, adapt and deliver value—all while keeping an eye on costs and compliance. Strategic portfolio ...

Regardless of how you feel, it's wise to see a doctor for an annual physical exam. The same goes for an investment portfolio. Investors should periodically measure performance and analyze the types of ...

To keep pace with competitors, businesses must constantly monitor, adjust, and streamline their patent portfolios. Doing so ensures that portfolios deliver the maximum potential return on investment ...

The title of portfolio manager is generally a catchall term for a person or firm that's responsible for investing client assets. A more precise definition, however, depends on the type of firm. Some ...

2021 has posed its fair share of risks to the average portfolio: emerging market disruption, Covid-19 resurgence, slowing economic growth, and rising inflation. However, model portfolios are the ...

Documented employee objectives clearly define expectations for a job, task or project. The best objectives are those that the manager and employee discuss and agree upon. In an objective planning ...