In Part 2 of my five-part series, we will assess investment returns through the lens of their alignment with your personal values. Traditionally, pure returns were the primary metric for evaluating ...

Discover how to calculate internal rate of return (IRR) to evaluate investment opportunities and understand their potential ...

One commonly held belief among many investors and financial advisors is that the risk of certain asset classes, in particular equities, declines over longer investment periods, an effect commonly ...

Discover top strategies to boost investment returns with six proven tips on equities, diversification, and cost management to ...

An emerging investment strategy has captured the attention of wealthy investors and trusted financial professionals. This approach offers not only strong yearly returns but also significant tax ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

As a foodie, I often compare investing to the decision to either cook at home or dine out. Let’s say you decide to stay in and eat spaghetti. Should you use a pre-packaged jar or make it from scratch?

No matter how well-crafted a client’s financial plan may be, there are some things that can’t be controlled—most notably, returns. This lack of control around returns may be troubling, given how ...

Estimate how much your money can grow with our free investment return calculator. Enter your planned contributions, timeline, rate of return and compounding frequency to get started. Many, or all, of ...

Investing always involves some level of risk, but not all risks are worth taking. High-risk investments with low potential returns can lead to significant losses without offering the reward that ...

Stanford received a 14.3% return on its investment portfolio this year, the University announced on Oct. 7. The announcement stated that Stanford’s Merged Pool, the University’s primary investment ...