Rhoads notes that preferred share issuance is highly concentrated in the financial services industry, including banks and insurance companies. Holding funds or ETFs tracking preferred shares might ...

The strategy I discuss today achieves two goals simultaneously: it reduces taxable income by 30% per year and generates a positive 16.7% investment return annually. This combination is rare and highly ...

Stanford received a 14.3% return on its investment portfolio this year, the University announced on Oct. 7. The announcement stated that Stanford’s Merged Pool, the University’s primary investment ...

VOO and VT are excellent Vanguard funds offering ultimate diversification. For steady long-term gains, it is ideal to divide funds between both the ETFs. Follow 24/7 Wall St. on Google By Vandita ...

High-net-worth families are increasingly turning to boutique advisory firms not for investment returns, but for coordination—estate planning, generational transfers, and guidance that reaches beyond ...

In this write-up, we review the basics of currency investing and show how FOXY has produced its diversifying returns. Read ...

The California Public Employees’ Retirement System reported Monday a preliminary return of 11.6% in the past 12 months, which grew the fund’s value to $556 billion. Jay Mather Sacramento Bee file ...

If you assume an annual 10% investment return and don’t factor in either inflation or taxes, the initial $1,000 could grow to roughly $243,000 by 2081 — but inflation and taxes would significantly cut ...

Learn how cognitive and emotional biases influence investment decisions, and learn some practical strategies to recognize, ...

Here’s how to identify the point where compounding begins to do the heavy lifting ...

This story was originally published by CalMatters. Sign up for their newsletters. Several candidates for the board of California’s largest public pension fund are complaining that the fund put its ...

Forbes contributors publish independent expert analyses and insights. Host of the Retire Sooner podcast and CFP™ practitioner. The insights were gathered by DALBAR, an independent financial research ...