Annualized total return gives the yearly return of a fund calculated to demonstrate the rate of return necessary to achieve a ...

With a 0.77 beta, 2.14% SEC yield, and 23.6x P/E, DGRO provides lower volatility, lower tech exposure, and solid ...

Dividend investing and total return investing are often presented as competing philosophies, each with its own set of loyal ...

When comparing asset class performance, one common point of confusion for new investors comes from the benchmark used. In virtually every case, the total return will outperform the price return over ...

The trend in evolution of total return legislation suggests that safe harbors and procedural limitations are advisable to protect the trustee from liability arising from important new powers. Almost ...

The standard recommendation for investing for retirement is a straightforward one: Invest 10% (or more!) of your annual income, preferably via a tax-deferred account such as a 401(k) plan with an ...

Wade Pfau, an expert on retirement income and a professor at the American College of Financial Services, has always been curious about the ways in which partially annuitizing a client portfolio can ...

The major indices have fought their way back to slight gains for 2025. The winter/spring sell-off took the major indices down the most since 2022. Five top Dividend Kings are delivering incredible ...