Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
21 Financial Goals for Clients in 2021
By Michael S. FischerA group of CPAs has some suggestions for investors to improve their financial lives.
December 23, 2020
American Portfolios Boosts Offerings: Tech RoundupAlso, Franklin Templeton teams with Apex and Bambu to launch Tango, a turnkey robo-advisor.
December 22, 2020
Goldman Sachs Readies Digital Investment OfferingMarcus Invest will launch in the first quarter of 2021, after the firm wraps up its pilot program for employees.
December 21, 2020
Takeover Battle Subsides as Cathie Wood's Ark Targets 20% ETF ReturnsHer $16.4 billion Ark Innovation ETF has returned 152% in 2020. Three other ETFs have more than doubled.
December 21, 2020
State Street Launches Alpha Data Platform: Portfolio ProductsAlso Tuttle Tactical Management Launches an actively managed ETF focusing on SPACs.
December 20, 2020
Schwab's Sonders, Kleintop Predict Weak Start for Economy in 2021A lot of good news is priced into markets, they warn, but they see growth rebounding in the second half of the year.
December 18, 2020
Tesla Entering S&P 500 at Record HighCarmaker's stock closed at $695 Friday; its market-cap of some $660 billion makes it the largest company ever added to the stock benchmark.
December 18, 2020
11 Reasons Advisors Should Rethink BitcoinAs Bitcoin's price approaches 24,000, cryptocurrency is fast becoming a favored alternative investment among some well-known investors.