First in a series. We asked ChatGPT which method is the best for examining portfolio returns. Then we asked our expert. Editor’s note: Today, we begin a new series in which we ask ChatGPT questions ...

Kristina Zucchi is an investment analyst and financial writer with 15+ years of experience managing portfolios and conducting equity research. Charlene Rhinehart is a CPA , CFE, chair of an Illinois ...

Of all the ideas we’ve forgotten from math class, the most important to relearn – because it illuminates our most urgent challenges – is the difference between arithmetic and geometric progressions.

In the investment world, it’s common to discuss average rates of return. It’s not sufficient, however, to simply add up historical returns and divide by how many there are. The proper way to calculate ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...