Rhoads notes that preferred share issuance is highly concentrated in the financial services industry, including banks and ...

Learning how cash return on gross investment (CROGI) measures a company's cash flow efficiency with invested capital can ...

Discover how the Modified Dietz Method measures investment returns, factoring in cash flow timing and excluding skewing factors, for reliable performance reporting.

Tax-efficient investing can quietly boost your returns over time. Learn how smart account choices and timing could help your ...

An emerging investment strategy has captured the attention of wealthy investors and trusted financial professionals. This approach offers not only strong yearly returns but also significant tax ...

One commonly held belief among many investors and financial advisors is that the risk of certain asset classes, in particular equities, declines over longer investment periods, an effect commonly ...

In Part 2 of my five-part series, we will assess investment returns through the lens of their alignment with your personal values. Traditionally, pure returns were the primary metric for evaluating ...

Being under the illusion that you are earning a high rate of return when your true return is sub-par often leads to overconfidence, which is a performance killer. Money-weighted returns (also called ...

(An excerpt from the book, "Dividend Investing: Dependable Income to Navigate All Market Environments," by Jenny Van Leeuwen Harrington, CEO of Gilman Hill Asset Management.) While I instantly loved ...

Every thriving business relies on a robust return on investment (ROI) to help gauge whether its investments are yielding a profit. Although you as an individual investor possess shallower pockets than ...