Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
The Dark Side of Investment Stories
By Marshall JaffeTo convert the messiness of the real world into a compelling narrative, some facts must be elevated in importance, some discounted and others ignored.
March 31, 2014
The Right Way to Attend a Conference: Bill GoodWhat if there is a decent chance you could come away with one or two major life and/or business changing ideas?
March 31, 2014
Small Charities’ Investment Returns Trailed Broader Market in 2013Many small nonprofits deviated from their investment strategies and failed to monitor advisor fees, Raffa Wealth Management found.
March 31, 2014
Boomers’ Biggest Retirement RegretsAs the last of the baby boomers turn 50, they would be wise to heed these retirement lessons, financial and otherwise, from their older counterparts.
March 27, 2014
How Tax Efficient Is Your Muni Bond Portfolio?Investors typically think of municipal bond products as being tax-free. However, in many cases, that is not the reality.
March 27, 2014
Axel Merk Makes Case for Gold With 80 Years of DataLooking at 10-year, 30-plus year and 80-year time frames, Axel Merk finds that including gold always enhanced risk-adjusted portfolio returns.
March 26, 2014
The Taxation of Life Insurance Policy LoansThe Tax Facts experts sift through the complexities of loans on life insurance polices.
March 25, 2014
Retirement Planning, Not Social Security or LTC, Dominates Advisors’ Client DiscussionsRetirement planning is the No. 1 topic of discussion between advisors and their clients, according to an IRI study.