An investment portfolio is a collection of assets that puts your money to work for you. Capital invested in carefully selected funds or stocks can deliver meaningful returns instead of falling ...

But they have fundamentally two core choices when deciding how to deploy their capital. They can make a portfolio investment, buying stocks or bonds, say, often with the idea of making a short-term ...

A defensive investment strategy is designed to protect a portfolio from losing money during market downturns. This approach prioritizes stability over high returns and as a result earnings can be ...

Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital. In times of stock market uncertainty, investors often seek alternative investment avenues that provide similar benefits to the ...

Now, human capital is being viewed as an investment that can bring returns, and because the SEC has reclassified human capital as an investment in an intangible asset, there’s an expectation to ...

Capital gains tax, which applies to many investment transactions, is an important component of the investment landscape, affecting millions of investors. From stocks and bonds to real estate and ...

This process is also sometimes called "investment appraisal," which is a far more descriptive term. Capital budgeting might be used to decide if a company should build a new factory or simply ...

Lea Uradu, J.D., is a Maryland state registered tax preparer, state-certified notary public, certified VITA tax preparer, IRS annual filing season program participant, and tax writer. Suzanne is ...

Below is a list of common examples of investment income that fall under NIIT: Interest and dividends Capital gains Royalty and rental income Business trading income or other such passive income ...