Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Saving Trumps Spending for Majority of Millennials
By Michael S. FischerA new TD Ameritrade survey shows most boomers and millennials are savers, but the two groups are saving for different reasons.
September 13, 2016
‘Pundits’ See More ETF Growth; Reduced Active ManagementMeet the Pundits panel at Morningstar ETF Conference, which included Morningstars Ben Johnson, discusses the declining role of the traditional active manager.
September 12, 2016
ETFs Will Be in DOL’s CrosshairsThe proliferation and variety of ETFs mean that theres potential for bad apples worth investigating, Morningstars Michael Wong said.
September 12, 2016
Fed Officials’ Comments Suggest No Rate Hike Next WeekStocks gained Monday as observers interpreted comments by Fed officials as a sign that rates will be maintained when FOMC meets Sept. 21.
September 12, 2016
Goldman and Citigroup Divided on Whether Bond Rout Will PersistGarzarelli of Goldman sees Treasury yields at 2% by early 2017; Aviva, Aberdeen join Citigroup in seeing no extended losses.
September 12, 2016
This Market Selloff May Be DifferentThe generalized move down in stocks is sparking an interesting discussion about how investors should respond.
September 12, 2016
Top Portfolio Products: New Funds from Fidelity, CBOE Vest and DirexionFidelity introduced six factor-based ETFs, CBOE Vest added a defensive stock fund and Direxion launched two leveraged ETFs.
September 12, 2016
Learning to Love Smart BetaIts up to advisors to get on board with with the Smart Beta Revolution and give in to the strategy's adverse nature, said Rayliant's Jason Hsu.