Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
SEC Chief White to Step Down in January
By Melanie WaddellWhite has championed a fiduciary rule for all advisors and pressed Congress to raise its budget so it could increase investment advisor exams.
November 14, 2016
Trump’s Election Fuels ‘Paradigm Shift’ in Bond Yields, Inflation OutlookYields were already rising before the election but took off afterward, which suggests that investors should rethink their portfolios, strategists say.
November 14, 2016
Dalbar Tool Aims to Limit DOL Rule’s Pay Cuts: Top Portfolio ProductsDalbar estimates that the average advisor could see a $34,000 reduction in compensation.
November 14, 2016
How to Implement a Factor-Based PortfolioYouve likely heard a lot about what factor-based investing is. Now, heres how to do it.
November 11, 2016
This Bull Market Has Room to RunAre we in a cyclical bull market coming to an end or in the early years of a secular bull market? The answer could have a significant impact on the way portfolios perform.
November 11, 2016
Trump on Trade: Some Risk, but Recession ‘Not Likely,’ Kleintop SaysSchwabs Kleintop suggests China is heartened by Trump election; warns that European elections may be harbinger of protectionism.
November 10, 2016
Don’t Overreact. Stay Optimistic. Advice From Advisors Post-ElectionWhether its been clients or media asking advisors the questions, the advice has been the same: Focus on the long term.
November 10, 2016
Valliere: President Trump Is a 9.0 ‘Policy Earthquake’Washington analyst Greg Valliere says that the policy changes Trump and Republicans will pursue will be staggering.