An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn ...
Assets refer to resources that can be converted into cash. Learn how assets work, the various types of assets, how to determine an asset's value and more.
Stephanie Trovato is an experienced journalist with a focus on tech and small business. She has written for national web publications like Hubspot, SmallBizClub, and Investopedia. You can find her at ...
How many asset classes are there? An asset class is a group of investments with similar financial characteristics. As a result, they react similarly to market events. Asset classes are the building ...
Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. There are different types of asset to consider when putting together an investment ...
Editor's note: A version of this article was initially published on March 2, 2017. It is part of Morningstar's Tax and IRA Guide special report. You've run the numbers and determined whether your ...
usiness firms use a financial analysis technique called asset vs. liability management (ALM) to mitigate risk due to a mismatch in their assets and liabilities. A mismatch occurs when assets and ...
Every person and organization has some familiarity with performance metrics and reporting, yet how to take that experience and apply it to asset management is not straightforward. Looking at industry ...
Learn how irrevocable trusts protect assets, reduce estate taxes, and provide long-term financial control by placing wealth under the management of an independent trustee.