FOLIO constructs Ready-to-Go portfolios to help investors meet a variety of goals. Today, president and CEO Greg Vigrass discusses how the company researched the target-date category and developed its ...

For example, if an individual has determined that they need $75,000 worth of income in order to retire comfortably, and are receiving $25,000 worth of Social Security income, then their portfolio ...

As an entrepreneur, it's vital that you create specific objectives as part of your business plan. Establishing objectives helps drive your company toward continuous success, and remains a benchmark ...

Editor’s Note: The following is an excerpt from Curtis’s book, The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors, published by Wiley. While most ...

Diversifying to produce stability and Alpha will follow. Each piece of the portfolio should serve a purpose. Managing large issues can be simplified by breaking them down. Provide for one's basic ...

Does the make-up of a client’s portfolio depend in part on the objective, be it retirement, saving for college or planning for emergencies? Anjali Jariwala, a CFP and the principal of FIT Advisors in ...

In today’s rapidly evolving digital landscape, organizations face mounting pressures to innovate, adapt and deliver value—all while keeping an eye on costs and compliance. Strategic portfolio ...

Regardless of how you feel, it's wise to see a doctor for an annual physical exam. The same goes for an investment portfolio. Investors should periodically measure performance and analyze the types of ...

Is your investment portfolio balanced accordingly? A balanced investment portfolio is a collection of investments owned by an individual or entity. Investors manage all investments collectively within ...

This article is excerpted from IT Portfolio Management Step-by-Step: Unlocking the Business Value of Technology, by Bryan Maizlish and Robert Handler. Used with permission of the publisher John Wiley ...

To keep pace with competitors, businesses must constantly monitor, adjust, and streamline their patent portfolios. Doing so ensures that portfolios deliver the maximum potential return on investment ...

Documented employee objectives clearly define expectations for a job, task or project. The best objectives are those that the manager and employee discuss and agree upon. In an objective planning ...