Chris Gallant, CFA, is a senior manager of interest rate risk for ATB Financial with 10 years of experience in the financial markets. Suzanne is a content marketer, writer, and fact-checker. She holds ...

The Forward Rate of Return (FRR) was popularized by noted Investment Manager Donald Yacktman. The whole purpose of stock investing is balance the present rate of return, i.e., the dividend (if any) I ...

An annuity is an insurance contract you purchase to receive payments for a specific period, such as 30 years, or for the rest of your life. By applying a mathematical formula consisting of variables ...

The rate of return on an annuity is a crucial aspect to consider when evaluating the suitability of this retirement ...

Our family portfolio of individual stock picks has achieved alpha since 2009 by employing a checklist of select metrics that uncover enduring quality enterprises at value prices. In this article, I ...