Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
In Search of the Best Financial Planning Software: A Road Block
By Mike PattonI really like Thomson Reuters portfolio management platform, but if an agreement cant be reached with my custodian, TradePMR, Ill have some decisions to make.
December 12, 2014
Bill Gross Says Fed May Become ‘Dovish’ After Oil Prices PlungeWith U.S. oil prices below $60, the Federal Reserve may not be in a hurry to raise rates, the fixed-income expert says.
December 10, 2014
Gundlach: Total Return Fund May Close to New InvestorsDoubleLines fixed-income expert also says dollar is likely to rise further and oil could weaken.
December 10, 2014
What’s the Future of Advisor AUM Fees?As the price of beta goes to zero, will financial planners be forced to reduce or unbundle AUM fees?
December 09, 2014
Boomers in Retirement: Why They Need Your Experience and KnowledgeThe percentage of Boomers who are confident they will have enough money to live comfortably during their retirement years has dropped to 33% in 2014.
December 09, 2014
Jack Bogle: Investing Outside U.S. Not Worth the RiskAlso, Bogle says role of advisors should be to keep clients from making bad investment choices.
December 09, 2014
Use of TDFs Surges in 401(k)sThe use of TDFs in 401(k) plans has risen considerably from 2006-2012, according to a new study from BrightScope and ICI.
December 08, 2014
Investors Don’t ‘Get It’ When It Comes to China: O’NeillThe emerging markets move in divergent ways, and several in Asia are booming, former Goldman Sachs economist Jim O'Neill says.