Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Capital Gains Should Be Fixed, but Not by Trump
By Ramesh PonnuruIt would be more fair if taxes reflected inflation. But the executive branch would be overreaching.
March 20, 2018
PE Funds Challenged to Deliver Healthy Returns in 'Frothy' Environment: BainFunds have ample money to spend, but too few attractive investment targets.
March 20, 2018
Tax Reform Didn't Kill All Roth RecharacterizationsThe 2017 Tax Act eliminated a client's ability to recharacterize a conversion to a Roth IRA, but the new law continues to permit recharacterization of transactions that were not valid Roth conversions to begin with.
March 19, 2018
Goldman Warns Returns Are Dropping Fast Amid Volatility ShiftJPMorgan Chase & Co. and HSBC Holdings have also warned investors to be more cautious about continued stock market gains.
March 19, 2018
Morningstar's February Winners & LosersMorningstar medalists currently account for approximately 6% of unique mutual funds available for sale.
March 19, 2018
The Danger of Obsessing Over Short-Term Portfolio PerformancePerformance chasing can shortchange client portfolios over the long run.
March 19, 2018
3 Funds That Buy Like Buffett: Morningstar AnalystsMorningstar's Alec Lucas and David Kathman identify three funds that buy similar to Buffett.
March 19, 2018
Actively Managed Funds Disappoint in 2017 With Some Bright SpotsThe S&P Dow Jones Indices reports that most actively managed stock and bond funds underperformed their benchmarks indexes for 2017 except for growth stock funds.