Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
5 Best 529 College Savings Plans: Morningstar, 2024
By Dinah Wisenberg BrinThe best plans have well-researched asset-allocation approaches and experienced investment teams.
October 25, 2024
5 Industries With the Most at Stake in the Presidential ElectionFrom financial services to health care and other fields, there will be clear business consequences to the upcoming election results.
October 25, 2024
How to Navigate the Evolving ETF LandscapeInvestors' increasing demand for these products highlights the need for advisors to understand them in depth.
October 25, 2024
Why Graham's 'The Intelligent Investor' Is Still Worth ReadingWhen Warren Buffett says an opus is "by far the best book about investing ever written," it's common sense to concede the point.
October 25, 2024
10 Dividend-Growth Stocks to Buy Now: MorningstarThese firms pay out no more than 75% of their earnings via dividends and have competitive advantages.
October 23, 2024
Best & Worst Individual Annuity Providers: J.D. Power, 2024Many customers do not fully understand the products they buy, according to a new study.
October 23, 2024
Roth vs. Traditional IRA Investments: Don't Let the Tail Wag the DogTaxation matters in a retirement portfolio, but it's not the only factor, Ed Slott and Jeff Levine say.
October 22, 2024
JPMorgan, at Odds With Goldman, Sees Solid Run Ahead for StocksThe bank's analysts, including David Kelly, expect large-cap equities to return an annualized 6.7% over the next 10-15 years.