Consistency of portfolio performance is quite an enigma. On the one hand, it’s what many investors, including your clients, will claim they want. On the other, many won’t stick with a portfolio long ...

Let's start with the obvious: How a person withdraws money from their retirement portfolio matters. If thoughtfully executed, portfolio withdrawals need not capsize a retirement portfolio. Processing ...

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” – ...

Although it is common for some to use the terms "portfolio management" and "financial planning" interchangeably, these staples of the financial services industry are not the same. Portfolio management ...

A Core Holding is one that has a high probability of producing results that help meet portfolio objectives. For a portfolio with an immediate income goal, a core holding generates consistent, ...

Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public. Mark is an expert in investing, economics, and market news.

In a world with so many complicated investment choices, passive investing is a breath of fresh air. It's easy, inexpensive, and surprisingly good in the long term. One of the simplest ways to begin ...