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 ...

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 ...

The strategy I discuss today achieves two goals simultaneously: it reduces taxable income by 30% per year and generates a positive 16.7% investment return annually. This combination is rare and highly ...

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 ...

Following the news and watching the markets has been a rollercoaster as of late. With the US economy slowing down and analysts warning of an impending recession, everyone in the financial sector has ...

High risk-adjusted returns suggest efficient performance for the invested capital. Low risk-adjusted returns indicate potentially suboptimal investments. Comparing risk-adjusted returns helps select ...