An analysis of your situation and the accompanying strengths, weaknesses, opportunities and threats allows you to determine whether an investment will bring desired improvements. This type of analysis ...

Quick tips to help you master the art of reading a financial statement Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Retirement Income Certified ...

Discover essential risk assessment methods, including qualitative and quantitative analyses, to make informed investment ...

Institutional investors face complex decisions—where to allocate capital, which managers to trust, how to weather volatility. These choices can’t rely on instinct alone. They require data, structure, ...

The discussion centers on a forecast that suggests a substantial drop in a major stock index. Economic experts and investors are closely studying key metrics. They use historical data and current ...

Walmart faces challenges in the ever-evolving retail landscape, but has demonstrated resilience and steady growth. The company's U.S. operations have shown dependable revenue growth, but face risks ...

For most folks, some very basic technical analysis skills can greatly enhance long-term performance. In this article I focus on "position trading," which applies to trades that you mean to keep for ...

Do you enjoy performing analytical work and interacting with others? If so, you may want to consider a career as an investment analyst. Investment analysts guide financial decision-making for both ...

How Are Asset Managers Using Data Analytics? How Are Asset Managers Using Data Analytics? Trends to Watch in Data Analytics Why Data Analytics Initiatives Fail in Asset Management Today’s macro ...

In most of my individual stock outlook or forecast articles, the second and third sections are two forms of analysis. The first being fundamental analysis, and the second being technical analysis.

David Rodeck specializes in making insurance, investing, and financial planning understandable for readers. He has written for publications like AARP and Forbes Advisor, as well as major corporations ...