Post-modern portfolio theory uses downside risk to refine portfolio optimization. Learn how PMPT offers an alternative to modern portfolio theory for risk-adjusted returns.

The AI firm said India ranks behind only the US in overall Claude.ai usage globally, with usage concentrated in a small set ...

The artificial intelligence (AI) buildout is far from over. Checking up on what billionaire hedge fund managers have in their portfolios can be a smart idea for investors. This information is publicly ...

“The only limit to our realization of tomorrow will be our doubts of today.” — President Franklin D. Roosevelt. As a now retired passive income investor, I mostly enjoy researching and writing about ...

The stock market this year is heading for double-digit gains as 2025 winds down, but investors should take an active role if they want to prepare for success in the new year. The S & P 500 is higher ...

Attractive yields have drawn investors to cash, but with rates declining, they should consider how much they really want stashed in those accounts. While cash-equivalent instruments like money market ...

Monthly income portfolios combine dividend stocks, REITs, bonds and ETFs to create consistent cash flow without relying on one asset class. Realty Income (O) and Main Street Capital (MAIN) pay monthly ...

Every few years the financial world rediscovers private equity and declares it the secret club where all the real money is made. It is a compelling narrative. The smartest firms buy small companies, ...

Forbes contributors publish independent expert analyses and insights. Chelsea writes about marketing, freelance life, and entrepreneurship. An online portfolio is crucial for freelancers looking to ...

As much as I dislike AI, it’s hard to disagree that it has its use cases. As a purely scientific tool, it’s a great way to sweep through troves of documents, research reports, news, and distill trends ...

FinBe USA on Tuesday announced its adoption of Point Predictive’s AutoPass FCRA solution. According to a news release, the implementation enables FinBe USA to leverage Point Predictive’s proprietary ...