The S&P 500 ETF returned 24.8% in 2024, led by mega cap and growth stocks. My value-oriented portfolio underperformed the S&P 500, returning 14.35%. My yield of 2.86% almost doubled the yield of the ...

Ulta Beauty shares gained more than 10% in the quarter after the company reported results ahead of market expectations.

There are definitely things I get wrong in my investment portfolio. I hold too much company stock and cash, and I don’t have the recommended allowance of bonds for a person my age. My record on ...

It’s January 2026. This is a busy month for advisors because every client should be getting an annual portfolio review. There are both opportunities and pitfalls in these meetings. 1. Opportunity: ...

It’s always smart to take stock of your portfolio in December, but this year it’s especially key. The investment landscape may be shifting, and retirees can’t afford to coast into 2026 on autopilot.

If you’d like to do a thorough review of your portfolio and plan, here are the key steps to take. I recommend doing them over a series of sessions, not all at once. This could be your current ...

The condensed balance sheet as of December 31, 2023 was derived from the audited financial statements included in the Company's Annual Report on Form 10-K for the year ended December 31, 2023, filed ...