Learn what financial instruments are, explore major types and asset classes, and understand how they work in investing, trading, and portfolio construction.

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 ...

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 ...

A nonauthoritative guide aids accountants with discussions about digital assets, general ledger account management, establishing internal controls, and complying with anticipated regulatory changes ...

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 ...

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 ...

Asset maintenance is a component of asset monitoring designed to increase the lifespan of a company’s machinery, devices, and equipment. The process is important for any business serious about keeping ...

Personal assets include anything you own that has monetary value, personal value, or both. Assets play an important role in determining your net worth and estate planning. Many or all of the products ...

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 ...