In financial and investment terms, net worth is defined as a person’s or entity’s total assets minus their liabilities. Both should be headers on your balance sheet. What is an asset — and are you ...

Forbes contributors publish independent expert analyses and insights. David John Marotta is a financial advisor covering financial planning. Typically, your financial plan contains assets, liabilities ...

Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments among multiple “baskets,” giving ...

Personal assets are belongings or resources that someone owns. It’s important to keep an updated inventory of your personal assets for both insurance purposes and estate management. Update your ...

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One of the keys to a well-rounded portfolio is diversification through different asset classes. Each class has its own unique characteristics and risk-return profile, and knowing the right mix can ...

Net asset value, or NAV, represents the value of an investment fund and is calculated by adding the total value of the fund's assets and subtracting its liabilities. Mutual funds and ETFs use NAV to ...

Though net asset value is not factored into investing decisions the way a P/E or P/S ratio may be, it can be useful to compare the NAV returns of competing funds.