On average, the optimal portfolio, which is rebalanced monthly, produces 50% more retirement wealth than a balanced fund and 39% more than a TDF. And this extra wealth translates into higher ...

Covid, but lofty valuations and slowing economic growth signal a shift ahead. Nifty50, Midcap150 and Smallcap250 posted ...

Calamos Strategic Total Return Fund (CSQ) offers a nearly 7% dividend yield, with a history of consistent payouts and capital ...

It’s one thing to try to forecast a decade of returns, though many firms including JPMorgan and Vanguard regularly produce ...

As Colorado lawmakers head back to the Capitol, outdoor recreation advocates are calling for a boost in state funds to increase access to the outdoors for underserved youth and families.

Are you in the retirement red zone? And if so, should you adjust what percent of your portfolio you invest in stocks and ...

According to the research firm’s new Private Equity First Look report, 2024 saw U.S. PE leap upward in terms of both the number and value of deals, with $838.5 billion in total deal value and 8,473 in ...

Market indicators suggest low future returns in large-cap equities. Find out why a diversified 25% cash, commodities, and ...

We recently published a list of the 12 Best Long-Term Penny Stocks to Buy According to Hedge Funds. In this article, we are going to take a look at where Inter & Co, Inc.

Private equity (PE) strategies, when applied to public markets, unleash capabilities that can generate greater returns than traditional public market investing. There is a lot of evidence that PE ...

Inflows into U.S. equity funds fell sharply in the week through Jan. 1 hit by rising Treasury yields and year-end profit- ...

Bob Kaynor, CFA, Head of US Small & Midcap Equities at Schroders, provided a comprehensive outlook for small-cap stocks in ...