Understanding the allocations in your Roth IRA can help manage volatility and set realistic expectations for long-term ...

Like all markets, bonds fluctuate. Your returns will be based on what you hold, when you buy it, tax treatment and other factors. While many choose to diversify their portfolios across stocks, bonds ...

* Calculated with Portfolio123 from 12/23/2015. DJD has the most concentrated portfolio in this list. It is in fourth position for total return since its inception and fifth for Sharpe ratio. DGRO and ...

When you think about your 401(k), one of the first questions that comes to mind is: How much is it actually growing? On average, 401(k) returns typically fall between 5% and 8% annually, depending on ...

Portfolio returns aren’t as simple as looking at the final value versus the total amount invested, because money enters and sometimes exits at different times. This is where timing of cash flows ...

Somer G. Anderson is CPA, doctor of accounting, and an accounting and finance professor who has been working in the accounting and finance industries for more than 20 years. Her expertise covers a ...