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 Self-Directed Retirement Savers Invested in Q4: Schwab
By Michael S. FischerHere are their top five stock holdings and other stats.
March 01, 2022
Debate: Should Annuities Be Permitted as a Default 401(k) Option?Two professors discuss legislation that would allow retirement plan sponsors to use annuities as a default investment.
February 28, 2022
Warren Buffett's 8 Nuggets of Wisdom for Investors: 2022The conglomerate has produced compounded yearly gains that are nearly double those of the S&P 500.
February 28, 2022
Nasdaq Heads for Biggest 2-Month Slump Since 2008 as Risks Pile UpThe tech index is down 13.7% this year as rampant inflation, rising rates and Russia's war with Ukraine send markets on a bumpy ride.
February 25, 2022
Younger Women Glued to Financial News: SurveyMost Gen Z and millennial women in an investor survey said they consumed investing information for more than an hour a day.
February 25, 2022
El-Erian Tells Investors to 'Be Humble' as Market Risk Heightens"There's a whole range of potential outcomes" after Russia's invasion of Ukraine, says the economist and former CEO of PIMCO.
February 25, 2022
Roubini: 6 Financial, Economic Risks of Russia-Ukraine WarIt's tempting to think the war will have only minor effects, but that approach is dangerous, the economist argues.
February 25, 2022
Model Portfolios Aren't Winning Over New Advisors: SurveyTheir recent growth is mainly heavier use by existing customers, according to new data from Escalent.