To find out if you’re on track to reach your financial goals, review your current portfolio balance, combined with your ...

A $2 million retirement portfolio sounds like financial freedom, yet many retirees with this nest egg experience persistent ...

In this animated explainer video, we unpack what portfolio finance is, why it’s gaining traction, and how it’s helping ...

As we enter a period of nearly certain economic volatility, many investors are growing concerned about the durability of their portfolios and looking for ways to batten down the hatches in advance of ...

Holding too much of your money in too few bets feels confident, but it often raises risk without raising returns.

Management anticipates the SWK transaction to scale the portfolio to $1.2 billion on a September 30 pro forma basis and optimize leverage at approximately 1.1x. “We anticipate this transaction will ...

Loan growth remains challenging for banks and credit unions due in part to high rates and overall uncertainty. In response, more institutions are turning to the secondary market as a strategic ...

Rebalancing your portfolio is one of the most fundamental yet often overlooked disciplines in long-term investing. That's too bad. Because this vital maintenance task is among the easiest and least ...

During the first quarter of 2025, HRZN funded a total of $100.3 million of loans and $2.0 million of equity, as follows: HRZN also received prepayments of principal from one portfolio company in the ...