A portfolio manager is a person who is responsible for investing clients’ money, implementing investment strategies, and monitoring the performance of the portfolio to meet his or her clients’ financial objectives. A large part of a portfolio manager’s day-to-day may include closely following financial markets and current events, conducting fundamental analysis on prospective and existing holdings, and deciding whether to continue to hold an investment, buy more of a current or new investment or sell an investment.

When it comes to selecting an investment management firm to manage your money (or your client’s money in the case of family offices), the portfolio manager is an important consideration as he or she has a direct impact on the performance of your portfolio. This article takes a comprehensive look at the day-to-day responsibilities of what a portfolio manager does which will provide you with a better understanding of how to evaluate portfolio managers.

Many people think they know a lot about investing in the stock market, but after completing this short quiz you will see if your stock market knowledge really is advanced or whether it is more basic—leaving room to expand your knowledge.

You’ve heard of the term “cash is king”—but what does this really mean, and how does your cash flow affect your everyday living and financial health? This article takes you through all things cash flow—so that you can attain a deeper understanding of this fundamental financial principle and apply the knowledge in your own life.

There are few lucrative investments without risk. Accepting no risk means investing in risk-free investments such as certificate of deposits and treasuries, placing money in savings accounts, or doing nothing by holding cash. The truth is that in today’s low-interest rate environment, you may have just traded one risk for another—you have accepted inflation risk.

To build wealth over time, investors need to accept risk, and short-term and long-term investors have different risks to prioritize. This article looks at the most important risk for long-term and income investors who take a long-term approach to investing.

We live in an on-demand world, but when it comes to building true wealth, there is no short cut. Those who build wealth early and methodically are the ones who come out ahead, achieve financial freedom sooner, and gain the ability to live off of investment income. This article discusses the importance of investing today.