Most companies are not short on data. They are short on decision-grade insight. Dashboards often describe what happened, but fail to advise on what should happen next. High-performing growth ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

Learn the differences between the perpetuity growth model and the exit approach for calculating terminal value in DCF ...

Arguably the most important questions an investor must ask is: “How much is the stock actually worth?” There are many methods to answer this question. One popular method is the Gordon Growth Model.

Investors buy stocks to participate in the growth of a company. Many stocks reward investors with dividend payments, but how do you know whether you’re paying more for a stock than what it is worth?

Sustained economic growth is a goal for many countries as it helps create jobs, reduce poverty, foster innovation, and generate resources for public services. A new book synthesizes a decade of ...

This year, the stock market is teaching new investors an important lesson, with many sectors losing value. Instead of hoping for the next big run-up, I will show you a diversified portfolio example ...