Portfolio Management

Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.

Understanding Portfolio Margin

Qualified traders have access to portfolio margin, which can offer a way to increase a trader's available budget.

Beyond the 4% Rule

How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending rate.

Investing Basics: The Power of Compounding

Compound interest can potentially help investments grow over time.

(Bonus) Does Your Portfolio Need Decluttering?

In the spirit of spring cleaning, Susan Hirshman returns for a bonus episode to share helpful methods for decluttering your portfolio.

Is Your Investment Portfolio Too Cluttered?

A little bit of streamlining can lighten the load when it comes to portfolio management.

Calculate the Sharpe Ratio to Gauge Risk

Learn how to calculate the Sharpe ratio to gauge risk, compare investments, and make informed decisions based on risk-adjusted returns in your portfolio.

Core Holdings: Passive, Active, or Direct Index?

Find out some of the pros and cons of each strategy.

Generating Income in Your Portfolio

Within this webcast, we looked at charts of the S&P 500 & NASDAQ 100 Indices. We then discussed some of the ways that traders might use covered calls on dividend paying stocks.

Do Investing Pros Make Smart Buy and Sell Decisions?

Alex Imas, professor of behavioral science and economics at Chicago Booth, visits to discuss new research into the effects of heuristic thinking on institutional investors' performance.

3 Mistakes to Avoid When Making a Large Portfolio Withdrawal

How to manage a large portfolio withdrawal without throwing the rest of your finances out of whack.