Does the ‘Plain Vanilla’ 60/40 Portfolio Really Need More Flavor?
By Dinah Wisenberg BrinA U.S. stock/bond mix has outperformed more diversified blends, but some advisors prefer to spice it up.
May 01, 2025
Two Big Ways Federal Student Loans Could Change for ClientsThe biggest changes to education funding in decades could be on the horizon, Ross Riskin warns.
May 01, 2025
Alternatives for All? 401(k) Plans Could Help Make It a RealityThere are compelling reasons to consider adding alts to retirement accounts, but also significant complexity.
April 29, 2025
How Retirement Planning Could Be Reshaped During Trump’s Second TermFrom easing fiduciary regulations to the promotion of alternative assets, there’s a lot on the table.
April 28, 2025
Bob Doll Doubts Market Has Hit Bottom"A slide toward a recession may yet develop, unless the tariff escalation sustainably reverses," Doll says.
April 17, 2025
Commonwealth Advisors Have Decisions to Make as LPL's Rivals Come KnockingLPL wants the just-acquired firm's advisors to sign on by June 1. But many have other options.
April 11, 2025
Annuity Issuers Look Stronger Than the Ground They're OnS&P says insurers can handle volatility, but bond market watchers wonder about the flight from U.S. assets.
April 10, 2025
Paul Atkins Takes Helm of a Very Different SECThe new chair must grapple with turbulent markets, tariffs, DOGE on site and a slimmed-down agency.