Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
S&P 500 Becomes More Exxon, Less Amazon
By Jeran Wittenstein and Jan-Patrick BarnertThe reversal of fortunes means that investors who piled into the S&P 500 back when tech stocks were surging are now far less exposed to the sector -- and its potential rebound.
November 10, 2022
Stocks Skyrocket on Inflation Relief RallyOver 96% of stocks in the S&P 500 rose as the benchmark staged its best first-day reaction to a CPI report since 2003.
November 09, 2022
The 19 Best Financial Services Firms to Own in 2022: MorningstarA select number of banks, asset managers, broker-dealers and related companies have a competitive edge in the industry, the research firm says.
November 09, 2022
Have Your Clients Evaluated Their 2022 Roth Conversion Strategy?The IRS also has reminders for taxpayers with side jobs and businesses seeking to claim employee retention credits.
November 09, 2022
Morgan Stanley Gets Toehold in ETFs Via Parametric-Advised DebutThe Innovator Equity Managed Floor ETF is sub-advised by the asset manager, which was acquired in March 2021 through the bank's purchase of Eaton Vance.
November 09, 2022
Frailty Risk: The Retirement Reality Your Clients Don't Want to Talk AboutNobody wants to consider their own mortality, but it's critical for the advisor to delicately but firmly bring these issues to the fore.
November 09, 2022
Want to Work With Pro Athletes? Try a 3-Bucket StrategyJoe McLean, ex-pro basketball player turned advisor, works with NBA, MLB and NFL stars by creating a "locker room" climate for talking finance.
November 08, 2022
How Fund Capital Gains Could Hurt Investors — Even With Market LossesMany funds have had redemptions due to market weakening in 2022 and have sold assets to meet demands for cash, explains Morningstar's Stephen Welsh.