Stephanie Trovato is an experienced journalist with a focus on tech and small business. She has written for national web publications like Hubspot, SmallBizClub, and Investopedia. You can find her at ...

Explore the various types of asset managers: personal, corporate, mutual fund, hedge fund, ETF, private equity, and real estate, and choose wisely.

Virtually any business will have assets, from physical ones like laptops to less tangible ones like software licenses and even rental agreements. As a result, your business will need an asset tracking ...

usiness firms use a financial analysis technique called asset vs. liability management (ALM) to mitigate risk due to a mismatch in their assets and liabilities. A mismatch occurs when assets and ...

Every person and organization has some familiarity with performance metrics and reporting, yet how to take that experience and apply it to asset management is not straightforward. Looking at industry ...

With a self-directed IRA, you can take an in-kind distribution—transferring ownership of an asset to yourself—to satisfy your RMD, even if cash is scarce.

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your ...

Editor's note: A version of this article was initially published on March 2, 2017. It is part of Morningstar's Tax and IRA Guide special report. You've run the numbers and determined whether your ...

Asset-based lending (ABL) helps businesses borrow against receivables, inventory, and equipment. Learn how ABL works, who ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

In digital assets, high yields are ubiquitous, but it’s not always clear what risks are actually taken to generate these yields, says our columnist. Updated Sep 14, 2021, 1:33 p.m. Published Jul 29, ...