Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Cathie Wood Readies New Fund While Ark's Rough Year Gets Worse
By Sam Potter and Emily GraffeoSix of the firm's eight strategies are down in 2021, with the worst performer — the ARK Genomic Revolution ETF — losing 37%.
December 02, 2021
Why MMT Haters Have It Wrong: Economist Michael NormanThe modern monetary theory proponent tells ThinkAdvisor why he thinks advisors should pay attention to this controversial philosophy.
December 02, 2021
JPMorgan Strategists Say Buy the Dip as Omicron May Speed Up Pandemic's EndWhile omicron is more transmissible, early reports suggest it may also be less deadly and thus could be positive for equities, they explain.
December 02, 2021
Pershing to Buy Direct Indexing Firm Optimal Asset ManagementThe acquisition will form part of the new Pershing X unit and is the latest in a string of deals for direct indexers.
November 30, 2021
10 Times When Advisors Must Unleash Their Inner GrinchWhen you hear clients utter these phrases, it's your duty as an advisor to spoil their fun.
November 30, 2021
Where 401(k)s, and Retirement Savers, Need Help: T. Rowe PriceOne takeaway: Lower expected returns mean a bigger role for active management and opportunities for advisors.
November 29, 2021
5 Best and 5 Worst Performing S&P 500 Index Funds: MorningstarMorningstar's John Rekenthaler analyzed mutual funds and ETFs based on total return, fees and tracking error.
November 29, 2021
Bonds Show Hedging Magic in Latest Test to Rebuff 60/40 HatersThere are big reasons why bonds — and balanced-portfolio strategies that rely on them — aren't broken in the age of inflation.