Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
How to Dive Deep Into Investment Knowledge
By Marshall JaffeThe novel methods used to find a sunken nuclear sub in 1968 can lead to a better understanding and use of investment data.
August 31, 2015
Model Portfolios: Watching Inflows and OutflowsModel portfolios can be very helpful, especially in a market decline, but watch for imbalances created by inflows and outflows from the portfolio.
August 28, 2015
Small-Business 401(k)s Follow Large-Plan Trends: VanguardVanguard has released its small-business-focused How America Saves report, which found small 401(k) plans are mirroring trends seen at larger companies.
August 28, 2015
Top Portfolio Products: New Muni Bond Fund From Vanguard, Market Neutral Stock Fund From HatterasAlso, Envestnet added a CLS Investments strategy to its network, and Guardian Retirement Solutions expanded its investment option lineup.
August 28, 2015
High Risk, High Returns? Not QuiteThere's just one problem with the theory that risk and return are correlated: It doesn't seem to fit the data.
August 27, 2015
Is Factor Investing Active Management?Various factors affect investing returns and/or client goals, and understanding how they compare with a market-weighted investing approach is crucial to helping meet clients needs.
August 27, 2015
No Social Security COLA in 2016: Higher Medicare Premiums for Your ClientsSome retirees will bear the brunt of higher Medicare Part B premiums due to their higher income and no Social Security COLA, the Center for Retirement Research reports.
August 27, 2015
Why QE4 Isn't in the CardsFour reasons that the Fed won't engage in another round of quantitative easing, despite the current market turmoil.