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 ...

Nick Lioudis is a writer, multimedia professional, consultant, and content manager for Bread. He has also spent 10+ years as a journalist. Chip Stapleton is a Series 7 and Series 66 license holder, ...

Learn to evaluate investment managers with the up-market capture ratio, a key tool assessing performance against an index when markets rise. Master its calculation now.

Volatility is troublesome for many investors. Value changes in your stocks, your portfolio, or an index can keep you up at night -- or worse, push you to make emotional decisions you later regret.