Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about personal loans, home equity loans, mortgages and banking. She lives in North Carolina and has taught and ...

A sector breakdown is the mix of sectors within a fund or portfolio, typically expressed as a portfolio percentage.

A financial portfolio is a collection of various investments like stocks, bonds, and others. Diversification is crucial; it involves mixing investment types to reduce risk. Regularly reviewing and ...

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 ...

The core-and-satellite strategy balances between stability and growth by combining passive funds with active methods for more ...

Retirees can use market conditions to determine where to go for cash flows. Giles: Before we get into the topic of bucket maintenance, let’s discuss the bucket strategies. What is a Bucket portfolio, ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...