Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Model Portfolios Aren't Winning Over New Advisors: Survey
By Emily HolbrookTheir recent growth is mainly heavier use by existing customers, according to new data from Escalent.
February 24, 2022
How Stocks Performed After 11 Global ShocksLPL examined how the S&P 500 fared one month to one year after events like Russia's 2014 annexation of Crimea.
February 24, 2022
3 Themes Buffett May Highlight in His Next Yearly LetterIn annual remarks to shareholders, he shares wisdom on managing Berkshire Hathaway and on life and investing.
February 24, 2022
How Advisors Are Talking to Clients About Russia-Ukraine War: Advisors' AdviceSeveral advisors told us they've been getting questions about the crisis. Here's what they're telling clients.
February 23, 2022
Schwab's Sonders: 5 Economic, Market Predictions Amid Russia-Ukraine TensionWill inflation continue? Is a recession coming? The chief investment strategist discusses these issues in her latest note.
February 23, 2022
Last ETF Holdout Caves as Capital Group Moves to Launch FundsThe firm is rolling out six actively managed exchange-traded funds that are set to debut on the New York Stock Exchange Thursday.
February 22, 2022
Advisors Leave Women, Youngest Investors in Lurch on Sustainable InvestingWhile 72% of clients surveyed are interested in ESG investments, 87% said their advisor hasn't suggested them.
February 22, 2022
Investors Still Confident, but Bearishness Is Building: Schwab SurveyClients' top concerns include inflation, market correction, political uncertainty, COVID's economic effects and rising interest rates.