Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Do you have a personal pension plan?
By Ed McCarthy, CFP, RICPSome of your clients who dont have pensions and must rely solely on defined contribution plans would still benefit from a guaranteed lifetime income.
June 29, 2015
Pathfinders: The 2015 SMA Managers of the YearIt's not easy to beat the market when investing on behalf of your clients, but it's even more difficult to do so consistently.
June 29, 2015
What Makes Sequence of Returns Risk So DangerousWe recently advised readers of an obvious but overlooked retirement riskwhat retirement planner Dirk Cotton calls sequence of consumption risk.
June 29, 2015
Which College Majors Are Solid Investments?Choose carefully if you want to be an advisor or anything else.
June 29, 2015
Sustainable Investing: No Longer a BackwaterThe great majority of investors want their money to have a positive social impact, but advisors lag in meeting that need.
June 29, 2015
Does Gay Marriage Ruling End a Financial Planning Niche?The workarounds that advisors in many states created to provide same-sex couples with legal benefits now must be unwound.
June 29, 2015
Your Local Investing Bias Could Cost YouWhat matters most to investors is at least having some awareness of the factors that may be biasing their behavior.
June 26, 2015
Sonders, Gross, More: What to Expect in Second Half of 2015ThinkAdvisor combed through midyear outlooks from a variety of financial firms. Here's what they're predicting.