Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Thinking Clearly Amid Investment Data’s Buzz
By Marshall JaffeCareful investment requires making sense of a chaotic world.
March 01, 2016
From Clinton to Trump: Tax Plans of 6 Presidential CandidatesThe presidential candidates' tax policies vary widely. Here are the plans' long-term effects on the economy, according to the Tax Foundation.
February 29, 2016
Buffett’s 6 Nuggets of Investing Advice: Berkshire Shareholder LetterThe Oracle of Omaha spells out the secrets of his success in the 2015 Berkshire Hathaway shareholder letter.
February 29, 2016
Smart Beta Strategy Is Ripe for a ‘Crash’: Research AffiliatesSmart beta has performed well because of its growing popularity, not its actual strategy, a Research Affiliates report says.
February 26, 2016
How Advisors Can Protect Lawyers’ Retirement Funds From a CrashSome lawyers have an uncomplicated retirement plan ... Keep working, one lawyer says. But advisors have other ideas to help protect their nest eggs.
February 24, 2016
In a Stock Crash, How Much Are Your Clients Willing to Lose?Many investors, especially near retirement, have too much equity and should adjust their portfolios before the next crash comes, FinMason CEO Kendrick Wakeman says.
February 24, 2016
5 Trends Driving the Future of Sustainable InvestingSustainable investing is entering the mainstream, but tomorrows approaches, and client expectations, will be very different, Daniel Kern writes.
February 23, 2016
The Annuity 99% of Clients Should Avoid (and One That’s Better): Jane Bryant QuinnThe longtime personal finance commentator tells ThinkAdvisor about the type of annuity she has a new respect for and one that should give clients pause.