Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Warren Buffett Falls Into the Confidence Trap
By Francis WilkinsonThe Oracle sees great prosperity ahead. However, the past is an imperfect guarantor of the future.
May 17, 2016
Columbia Threadneedle Moves Into Expanding Smart Beta FieldBlackRock says the smart beta ETF niche is likely to grow at twice the rate of the overall market.
May 16, 2016
Kotlikoff: Congress Took a ‘Meat Cleaver’ to Social Security Claiming RulesLaurence Kotlikoff tells ThinkAdvisor about gotchas in the new rules beyond ending file-and-suspend and points out a loophole that could give some couples $120,000.
May 16, 2016
Envestnet Summit to Focus on ‘The Essential Advisor’The summit will follow three basic tracks that can help advisors stay relevant and in demand: technology, practice management and investment.
May 13, 2016
Got Bonds? Here’s How Clinton and Trump Will Affect Them: RitholtzWhether we get Trumps tax cuts and higher spending or Clintons tax increases and higher spending, each will require fairly substantial issuance of Treasuries.
May 12, 2016
Top 15 Most Expensive States for Long-Term Care: 2016Genworth survey identifies the states with the highest annual care costs.
May 12, 2016
11 Best & Worst Broker-Dealers: Q1 Earnings, 2016Results for financial firms were generally the same: bad, with one standout.
May 12, 2016
International Investors Should Go Hedged or Go Home: DeutscheLeaving currencies in international equity portfolios increases volatility with zero expected return, ETF strategists say.