Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Advisors Sharply Increase Use of Options for Clients: OIC
By Sabrina BachaiResponding to clients' "insatiable need for income," advisors across all channels have increased their use of options, according to the Options Industry Council.
August 15, 2014
Don’t Believe Headlines About Rising U.S. Rates: MerkAxel Merk warns that a focus on real rather than nominal rates shows the dollar should be headed down and gold up.
August 14, 2014
Bear Market Survival: A Crash Course From Eric NelsonServo Wealth Management advisor Eric Nelson culls practical portfolio conclusions from the past century of stock market reversals.
August 14, 2014
Berkshire Rises Past $200,000, Extending Buffett’s RecordBerkshire Hathaway Inc. traded above $200,000 for the first time, further validating Chairman Warren Buffetts decades-long bet on the U.S. economy.
August 13, 2014
Global Venture Capital Investors Enthusiastic About U.S.Global investor confidence in the U.S. has increased significantly thanks to favorable markets and abundant opportunities, according to a survey.
August 12, 2014
Investors Stash Cash, Fearing Geopolitical Risk, Rate HikeCash accounts for an average of 5.1% of global portfolios, up from 4.5% in July, according to the BofA Merrill Lynch Fund Manager Survey.
August 11, 2014
Who’s Afraid of the Stock Market? Not JPMorgan’s KellyJPMorgan Funds chief global strategist David Kelly debunks market "misperceptions" and calls on all cash hoarders to "get invested in something."
August 11, 2014
Using ETF Trailing Stop Orders in Portfolios: Watch the Price!In building portfolios for clients, I like to use TSOs on ETFs, but I've seen an interesting dynamic at play that advisors should watch.