Learn to evaluate investment managers with the up-market capture ratio, a key tool assessing performance against an index when markets rise. Master its calculation now.

Most investors use a simple rule of thumb for break even. If the current share price climbs back to what they paid last time, they assume they are even. In reality, the math is rarely that simple.

Roth IRAs don’t pay fixed rates -- your returns depend on investments. See 2025 CD, stock and bond averages to maximize tax-free growth. Read on for more: ...