Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
7 Questions About Itemized Deductions Under New Tax Act
By William H. Byrnes, Robert BloinkThe 2017 Tax Act made substantial changes to the availability of itemized deductions.
February 13, 2018
Investors Hold More Cash, Fewer Stocks in February: MerrillYet Neither trait moves the needle enough to give the all-clear to buy the dip, Merrill says.
February 13, 2018
Powell Suggests Fed Will Hike Rates Despite Stock Market RoutThe new chairman said the Fed is moving to normalize monetary policy "with a view to extending the recovery."
February 13, 2018
Small-Bank Bill Said to Be Headed for Senate Vote; State Treasurers CheerA key priority for state treasurers is the designation of municipal bonds as high-quality liquid assets.
February 13, 2018
What Advisors Don’t Get About Female Clients: Barbara HusonThe prominent wealth coach talks to ThinkAdvisor about what advisors need to do whether they want to or not to connect with women.
February 13, 2018
Clients Rate Top Financial Services Firms in 13 CategoriesCustomers rated firms including brokerages, banks and retirement platforms on several desirable traits in a Hearts & Wallets survey.
February 12, 2018
El-Erian: 10 Things to Know About Stock SelloffAs U.S. stock markets conclude one of the wildest and worst weeks since the global financial crisis, here are 10 things to know.
February 12, 2018
In 12b-1 Fee Crackdown, SEC Urges Advisors to Police ThemselvesIn a new initiative, advisors who self-report share class violations and repay investors will not be hit with a financial penalty.