Explore how "buckets" are used in finance to group investment assets. Learn about cost buckets, portfolio strategies, and ...

The 4% withdrawal rule may leave retirees short on income despite being a common benchmark for retirement planning. A stock-heavy portfolio could support a 6% annual withdrawal rate instead of 4%.

Whether you are a new or seasoned investor, chances are you want a way to track your portfolio at a glance from your mobile device. Fortunately, dozens of apps available today allow you to do exactly ...

Have you ever asked yourself, “Is this a good investment?” or “Should I invest in that?” As a financial planner, I get asked this question daily. Oftentimes, I find an investor’s main criteria is ...

Today's column marks the 25th time I've written about a special collection of stocks I call the Bunny Portfolio, named after the Energizer Bunnystill going, long after many expect it to fade. These ...

Compare which top digital wealth management platforms is best for your financial needs Fact checked by Vikki Velasquez Reviewed by Samantha Silberstein M1 Finance and E*TRADE Core Portfolios are both ...

Michael Stuart Gross, Chairman and Co-CEO, opened the call by stating "SLRC's second quarter results continue to reflect broad stability and highlight the benefits of our multi-strategy investment ...

Steven Bruce Klinsky, Chairman, highlighted that adjusted net investment income for the quarter was $0.32 per share, covering the $0.32 per share dividend paid on June 30. He stated, "NII was ...

During the first quarter of 2025, HRZN funded a total of $100.3 million of loans and $2.0 million of equity, as follows: HRZN also received prepayments of principal from one portfolio company in the ...

WASHINGTON, Sept. 30, 2025 /PRNewswire/ -- Opportunity Finance Network (OFN), the nation's leading investment intermediary and network of community development financial institutions (CDFIs), launched ...

Portfolio loans are a type of mortgage that lenders originate and retain instead of selling on the secondary mortgage market. Portfolio loans offer more flexible underwriting standards and faster ...