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  2. Portfolio (finance) - Wikipedia

    en.wikipedia.org/wiki/Portfolio_(finance)

    There are many types of portfolios including the market portfolio and the zero-investment portfolio. [3] A portfolio's asset allocation may be managed utilizing any of the following investment approaches and principles: dividend weighting, equal weighting, capitalization-weighting, price-weighting, risk parity, the capital asset pricing model, arbitrage pricing theory, the Jensen Index, the ...

  3. Cash management - Wikipedia

    en.wikipedia.org/wiki/Cash_management

    In banking, cash management, or treasury management, is a marketing term for certain services related to cash flow offered primarily to larger business customers. It may be used to describe all bank accounts (such as checking accounts ) provided to businesses of a certain size, but it is more often used to describe specific services such as ...

  4. Investment management - Wikipedia

    en.wikipedia.org/wiki/Investment_management

    Money management is the process of expense tracking, investing, budgeting, banking and evaluating taxes of one's money, which includes investment management and wealth management. Money management is a strategic technique to make money yield the highest interest-output value for any amount spent. Spending money to satisfy cravings (regardless ...

  5. BMO SmartFolio - Wikipedia

    en.wikipedia.org/wiki/Bmo_smartfolio

    BMO SmartFolio is a digital investment management service offered by Canada’s Bank of Montreal.Broadly referred to as a robo-advisor, the service allows investors to answer a series of questions online about their investment goals, time horizon and risk tolerance, then are recommended a model portfolio made up of index-tracking exchange-traded funds based on the investor’s profile, managed ...

  6. 4 Pieces of Dave Ramsey Money Advice That Might Not ... - AOL

    www.aol.com/finance/4-pieces-dave-ramsey-money...

    Personal finance expert Dave Ramsey has plenty of money advice to help you at every stage of life. From using his money management plan Dave Ramsey's 7 Baby Steps to advocating the debt snowball...

  7. Portfolio manager - Wikipedia

    en.wikipedia.org/wiki/Portfolio_manager

    Passive management simply tracks a market index, commonly referred to as indexing or index investing. Active management involves a single manager, co-managers, or a team of managers who attempt to beat the market return by actively managing a fund's portfolio through investment decisions based on research and decisions on individual holdings.

  8. 7 common banking mistakes costing you money — and ... - AOL

    www.aol.com/finance/banking-mistakes-to-avoid...

    Here are seven common banking mistakes to avoid both now and throughout retirement to save money and earn more on your savings. Banking mistake 1: Keeping too much in checking

  9. Systematic investment plan - Wikipedia

    en.wikipedia.org/wiki/Systematic_Investment_Plan

    In SIPs, a fixed amount of money is debited by the investors in bank accounts periodically and invested in a specified mutual fund. The investor is allocated several units according to the current Net asset value. Every time a sum is invested, more units are added to the investor's account. [1]

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