Forbes contributors publish independent expert analyses and insights. William Baldwin covers investing, taxation and corporate finance. If you are in or nearing retirement, you have probably heard the ...

Every investor has their own needs, objectives and risk profile. Sharing portfolio management approaches can improve performance by sharing knowledge and experience. My household portfolio plan is ...

Capital allocation is a process typically owned by the CFO. From the CEO’s perspective, allocating capital is one of the most important strategic financial decisions they make that underpins the ...

In a volatile year for stocks, equity fund managers are increasingly sticking with cash. Of the 415 U.S. equity funds covered by Morningstar, 63% have increased their cash allocation since the end of ...

For the individual investor, analyzing a company’s financial statements often feels like a checklist: What’s the P/E ratio? How high is the debt? Are revenues growing? These are vital questions, but ...