In the aftermath of the financial crisis, banks had to perform "stress tests" of their viability and ability to withstand economic shocks. The same concept has long been a part of professional ...

When John Navin, a certified financial planner based in Nashville, Tennessee, meets a new client, the first thing he does is run his or her portfolio through a series of stress tests. "We test the ...

Don't let 2017's big market gains fool you. Market volatility is a fact of life, but few investors understand what it would take to return to break even if their portfolio's value declined 33 percent.

— -- Q: Are there ways to use technology to create a make-believe portfolio of stocks and other investments to test my ability before using real money?A: Brides and grooms rely on dress ...

Investing is a lifelong activity. Yet portfolios and, more broadly, asset allocation models, need to adjust over a client's life span: The portfolio an investor assembles as a 35-year-old is hardly ...

Now that we've seen a few rare down days in 2012, it might be a good time to stress test the portfolio. The past couple of years have started out well only to see a substantial increase in volatility.

Mike Petrilli over at Flypaper and Michele McNeil, a writer for EdWeek‘s Campaign K-12, who sits a row of office cubicles away from me, have been blogging about the extent to which the Barack Obama ...

If your client s portfolio is following the tired your age in bonds axiom that is, that the percentage allocated to bonds should equal your client s age you may want to reassess your strategy. Bonds ...