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 for College at an All-Time High: Fidelity
By Emily ZulzThe number of American families saving for their childrens higher education has increased 24% in the last 10 years, Fidelity found.
August 24, 2016
After Olympics, Advisors Help Athletes Build Their Second ActsThinkAdvisor talked to two ex-Olympic athletes, including women's basketball coach Dawn Staley, and their advisors about how they built lasting financial success.
August 23, 2016
A Compelling Combination: Why Advisors Are Pairing Value and Low-Vol FactorsThese two factors may be significant over the next six to 12 months. Here are some of their investment applications for advisors and investors.
August 23, 2016
6 Ways Advisors Can Protect Against 401(k) LawsuitsMarketCounsel CEO Brian Hamburger talks about how advisors can limit liability as the lawsuits against 401(k) and 403(b) plans proliferate.
August 23, 2016
How Advisors Can Earn Next-Gen Investors’ TrustA Jefferson National study found that the highest-earning advisors bridge the trust gap with rising-income younger investors.
August 23, 2016
3 IRA Transactions Exempt From DOL Fiduciary Level Fee RuleThere are three recommendations that are fiduciary in nature and automatically result in prohibited transactions under DOL's fiduciary rule, and they all involve IRAs.
August 23, 2016
Law Firms Risked It All on 401(k) Fee Suits, and It’s Paying OffDespite some major recoveries in class actions over excessive 401(k) fees, few lawyers are willing to litigate these cases.
August 22, 2016
It's Groundhog Day for Low-Volatility InvestorsWe see investors caught in a behavioral time loop, destined to repeat mistakes that inevitably end in red ink.