Portfolio management is a coherent, focused strategy for managing investments in a harmonized fashion versus just buying and selling a collection of individual investment holdings. Portfolio ...

Todd Sixt is the CEO of Strait & Sound. He is a successful and seasoned leader of financial service teams. Wealth management is one of those terms that many people in this field think they understand.

Financial management involves planning, organizing and controlling an organization’s financial activities. Effective financial management helps businesses achieve their goals, optimize profits and ...