Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Wade Pfau: Watch Out for These Tax Pitfalls in Clients' Retirement Planning
By Jane Wollman RusoffProper tax planning can mean hundreds of thousands more dollars for clients in retirement, the professor tells ThinkAdvisor.
March 13, 2026
BlackRock's $220B Model Machine Stays Bullish on StocksThe firm is keeping its 3% overweight positioning on equities, according to its latest investment outlook.
March 12, 2026
Ex-Advisor Accused of Racism in TikTok Video Must Pay LPL Over $820KEileen Cure had sued the BD for $95 million after it ended an affiliation with her.
March 12, 2026
10 Things No Client Has Ever Said to Their AdvisorJust because your client isn't telling you something doesn't mean they aren't thinking it.
March 11, 2026
12 States With the Highest Average Retirement SavingsAmericans have about a year's worth of their current annual income saved in tax-advantaged accounts, SmartAsset reports.
March 11, 2026
This Tax Form Unlocks Secrets to Helping Your ClientsInformation from the IRS can be the key to optimizing asset location, Morningstar's Christine Benz tells ThinkAdvisor.
March 10, 2026
Best & Worst Life, Annuity Providers Ranked by Financial Pros: J.D. Power, 2026Advisors and other professionals prioritize trust and ease of interaction in picking insurance partners, research finds.
March 09, 2026
Yardeni Raises Odds of Market Meltdown to 35% on Iran WarHe also slashed the odds of a rally driven by investor enthusiasm to just 5%.