A curved line on a risk/reward graph showing the combinations of different securities which produce the maximum expected return for a given level of risk or minimise risk for a given level of return.

Academic theory recommends very low investment risk near retirement, contrasting sharply with current target date fund (TDF) practices. Most TDFs maintain high-risk allocations—up to 90% in risky ...

It is a worthy exercise to screen out securities based upon business activities or hiring practices that are inconsistent with an investors’ belief system, writes Permit Capital Advisors Co–CEO and ...

Cutting to the chase, we find that 17.5% floating exposure acts to minimise interest rate volatility when compared with a reference of 10yr Fixed. Interest rate costs are also reduced, from 4.5% to ...

Cierra Murry is an expert in banking, credit cards, investing, loans, mortgages, and real estate. She is a banking consultant, loan signing agent, and arbitrator with more than 15 years of experience ...