With a 2.9% gain in December, the Model Shadow Stock Portfolio finished 2025 up 18.8%, surpassing the S&P 500 index, which posted a total return of 17.9% for the year after rising just 0.1% during the ...

It’s almost 40 years to the day since Back to the Future hit the silver screen. Readers of a certain age will remember that ...

It sounds like a procurement decision: pick a frontier LLM, standardize, negotiate pricing, and scale rollout. But in 2026, that mindset quietly breaks—because the enterprise problem is no longer ...

Wealth managers are preparing to add more crypto exposure to client model portfolios in the coming year, citing recent approvals for client access at Vanguard and Bank of America. The shift, discussed ...

Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed to demonstrate the differences between conservative, moderate, and ...

Machine learning is reshaping the way portfolios are built, monitored, and adjusted. Investors are no longer limited to ...

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Income investing helps compound wealth stress-free, balancing yield without overshooting or undershooting, with covered call ...

Build a 6-ETF retirement income portfolio targeting 5.7% yield with SCHD, DIVO, JEPQ, plus global & preferred diversification ...

Dan Kemp has left Morningstar to set up Portfolio Thinking, an investment consultancy and research platform that will use AI ...

Discover the 50-25-25 crypto portfolio strategy, a balanced approach allocating 50% to Bitcoin, 25% to major altcoins ...