Everyone loves seeing growth in their portfolio. However, a good year of investing doesn’t necessarily indicate a sound ...

Real rate of return adjusts for inflation, providing a true growth measure. S&P 500's real rate is 7.9%, versus a nominal 11.8%, due to inflation. Using real rates in retirement planning ensures ...

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 ...

Required rate of return (RRR) gives investors a benchmark to determine the minimum acceptable return on an investment considering the risk involved. By calculating RRR, investors can assess whether an ...

Have you ever looked at your rate of return and wondered how to interpret it? How do you know whether your portfolio performance is good, bad, or somewhere in between? And how do you go about ...

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

Giselle M. Cancio has over 10 years of editorial experience and content development in personal finance, education, travel, and sports. Her work has been published on NerdWallet, the Associated Press, ...

A hurdle rate is the minimum acceptable rate of return an investor expects from an investment, accounting for all associated risks. It serves as a benchmark for determining the viability of a project ...