Portfolio return measures the gain or loss of an investment portfolio over time. Learn how it influences investment ...

My 4-Factor Dividend Growth Strategy is an alternative investment strategy to the popular Schwab U.S. Dividend Equity ETF ( ...

Global Total Return Credit invests in a range of credit markets to provide total returns, including income and capital growth. The Ninety One Global Total Return Credit (GTRC) strategy has been ...

The strategy I discuss today achieves two goals simultaneously: it reduces taxable income by 30% per year and generates a positive 16.7% investment return annually. This combination is rare and highly ...

The standard recommendation for investing for retirement is a straightforward one: Invest 10% (or more!) of your annual income, preferably via a tax-deferred account such as a 401(k) plan with an ...

Wade Pfau, an expert on retirement income and a professor at the American College of Financial Services, has always been curious about the ways in which partially annuitizing a client portfolio can ...

Read why the 4% retirement rule may be riskier than it seems, and how we recommend to invest in dividend stocks instead.

Canadians are using their Tax-Free Savings Accounts (TFSA) to build portfolios of investments that can complement work and government pensions in retirement. Market volatility caused by tariff ...

that targets one of the biggest financial challenges: high taxes. In my work, I have encountered many individuals who struggle with the burden of excessive taxation. This article explains how a ...