A checklist is a simple device used to enhance performance in a wide variety of pursuits. In addition to uses in cockpits, kitchens, and intensive-care units, checklists can help investors make good ...

Don't let 2017's big market gains fool you. Market volatility is a fact of life, but few investors understand what it would take to return to break even if their portfolio's value declined 33 percent.

The Trump administration passed its tax and spending bill with implications for both 2026 and current fiscal year returns. Year-end portfolio rebalancing allows investors to harvest taxable losses and ...

I think it’s doubly appropriate this year to take a “back to school” approach to portfolio analysis. After all, many investors fall into one of two broad categories when it comes to summer: 1. Sell in ...

If you're a smart investor, then you'll be periodically evaluating your portfolio instead of simply letting it sit there and grow or shrink. Here are 10 important questions you might ask yourself as ...

I've been asked by several Motley Fool Live viewers to share my investing checklist, so I pulled together this article. This is the 10-question investing checklist that I'm currently using to measure ...

As we head into what could be a very profitable (and volatile) 2026 for investors, there are plenty in the market with different goals. Some may want to see their portfolios grow at a market-beating ...

This simple checklist evaluates Coca-Cola, PepsiCo, and Starbucks against a set of criteria that yields a Warren Buffett-like portfolio. Know what you want There are many flavors of long-term ...