Post-modern portfolio theory uses downside risk to refine portfolio optimization. Learn how PMPT offers an alternative to modern portfolio theory for risk-adjusted returns.

Remember when financial planning meant just accumulating assets and hoping for the best? Those days are over. Today’s most successful families are building what we call “Experience Portfolios” – ...

The older generations have abandoned the slow and steady approach. Here's how.

In today’s competitive market, businesses need smart ways to evaluate their performance and growth potential, and this is especially true for printing companies. Revenues and profits can shift based ...

The image of the executive who loyally climbs the corporate ladder at one company is fading. In its place, the portfolio leader has emerged—a direct evolution of the portfolio career movement that ...

As client expectations continue to drive a hyper-personalized approach to finance, Steve Osterink Jr, chief investment officer at Advisory Alpha has tailored his strategy to meet demand. “A lot of ...

In an era of global interconnectivity, The Perfect Stocks Portfolio has embraced a truly international approach to value investing, incorporating companies from diverse markets including the United ...

The breadth of Cisco’s substantial product portfolio has gone from being the tech giant’s biggest liability to its biggest ...

I’ve had a lot of time to think about this. And I’ve alluded to it many times here. And now that it is up and running, fully-invested and operational, what I refer to as my Yield At a Reasonable Price ...

A basic three-fund portfolio includes a US equity index fund, an international-equity index fund, and a total bond market index fund. It can be an exchange-traded fund portfolio or a traditional index ...