Each month, I provide an update to my four dividend growth model portfolios that includes portfolio beta and other volatility-adjusted metrics, such as the Sharpe Ratio. Recently, I was asked by a few ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

Nick Lioudis is a writer, multimedia professional, consultant, and content manager for Bread. He has also spent 10+ years as a journalist. Khadija Khartit is a strategy, investment, and funding expert ...

At the beginning of 2022, investment outlooks predicted a volatile market. Inflation was expected to rise while the stock market slowed. Experts predicted negative bond returns and single-digit stock ...

If you need to keep tabs on employee performance, Microsoft Excel is often the perfect tool to use. Not only can you quickly add data each day and have it added to the week's total, you can also pull ...