Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
5 Questions Every Firm Should Ask About DOL Fiduciary Rule
By Kirt WalkerPreparing for the fiduciary rule change now will hopefully reduce the time spent on compliance issues later, Nationwide Financial COO Kirt Walker says.
March 16, 2016
Eric Nelson: Save Your Portfolio From Taxes, Low Interest RatesNelson talks to ThinkAdvisor about why DFA funds trounce ETFs, why MLPs are a "tax nightmare" and how not to go broke in retirement.
March 15, 2016
4 Tax-Efficient Ways to Pay for College, Pt. 1: Direct Pay and Custodial AccountsThe high price of college requires careful planning to do so for a child or grandchild in the most tax-efficient way.
March 14, 2016
8 Odd Tax Deductions That Actually WorkedTax Court sometimes rewards brave souls who dare to ask for a break even a strange one.
March 14, 2016
Top Portfolio Products: State Street Launches SHE, a Gender Diversity ETFWho is SHE? This new State Street index ETF has the potential to outperform because of gender diversity.
March 14, 2016
Fed Behind 93% of S&P Rise Since ’08: EconomistWe had our tech bubble, our credit bubble and then our Fed bubble, says Brian Barnier of ValueBridge.
March 14, 2016
Cash Is Riskiest Investment for Retirees: Legg MasonExecutive Vice President Tom Hoops of Legg Mason gave three alternative solutions to holding cash.
March 11, 2016
Oil Prices: Has the Drop Stopped or Just Paused?Some new data makes that case, but there are many variables at play, according to analysts.