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 ...

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 ...

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 ...

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 ...

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 ...

Capital gains taxes are taxes levied on the profit from selling an asset for an amount greater than its purchase price. These taxes are categorized into short-term or long-term based on the asset ...

Some investors choose to offset capital gains with capital losses incurred elsewhere in their investment portfolio; end-of-year selling of certain investments is even predicated on the idea of ...