Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
How a Longtime Financial Advisor Invests in Crypto, Counsels Clients
By Jane Wollman RusoffThere are many intriguing implications of the use of digital assets, Jeffrey Janson, CFP, tells ThinkAdvisor.
July 13, 2022
Wealthy Millennials Have High Degree of Trust in Advisors: SurveyAs they build their wealth, millennials are asserting priorities when it comes to how they invest.
July 12, 2022
Single-Stock ETFs Move Closer to Market Despite SEC ConcernsAXS Investments filed paperwork Monday to launch funds holding derivatives tied to the performance of stocks like Tesla and Nvidia.
July 11, 2022
Bill Gross Favors T-Bills Over Stocks, Bonds as Recession Looms Large"Be patient. 12-month Treasuries at 2.7% are better than your money market fund and almost all other alternatives," he wrote in his latest blog.
July 11, 2022
Here's Your Midyear Client Review Checklist for 2022Between volatility and inflation and longer-term issues like estate planning and RMDs, there's lots to discuss.
July 11, 2022
Advisors Expect Second-Half Market Upturn Despite Falling Economic Confidence: SurveyA third of advisors in an InspereX survey said they were surprised with clients' patience through market volatility.
July 11, 2022
Investors Should Think Risk Factors, Not Asset ClassesThe markets likely will keep oscillating between concerns over interest rates and credit risks before key economic and policy issues are resolved.
July 08, 2022
Predicting Better Days Ahead, LPL Leans Into Equities"We think now may be a good time for those with some dry powder to nibble at this market," says LPL Equity Strategist Jeff Buchbinder.