Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Financial Folklore: Tales from Wall Street to Main Street
By Simon MaierhoferHitching your wagon to financial folklore may not bring your clients closer to financial independence.
April 29, 2011
Calvert Equity Portfolio's England Finds Value in Socially Responsible StocksRichard England, who sub-advises the $1.7 billion Calvert Equity Portfolio (CSIEX), talks about how his stock picks match the firm's social responsibility criteria.
April 25, 2011
Accounting, Finance Workers Less Confident: SurveyEven though overall confidence in the economy has improved among accounting and finance employees, fewer of them are confident about available opportunities within their own field. So say the results of a survey released on Monday by The Mergis Group, the professional placement division of SFN Group, Inc.
April 25, 2011
Performance of Corporate Earnings Strong in Q1, Glenmede Analyst SaysCorporate earnings appear stronger than last quarter, says Glenmede's Jason Pride.
April 25, 2011
Preparing for My First Client Advisory Board Meeting: Getting Targeted FeedbackHow advisor Mike Patton is preparing for the first meeting of his client advisory council. The more they talk, the more he'll learn, he suspects.
April 25, 2011
Portfolio Products Round-Up: Neuberger Berman Files, J.P. Morgan Jazzes FundThis week in portfolio products news, Neuberger Berman filed with the SEC for the introduction of two new mutual funds and J.P. Morgan added a new wrinkle to a bond fund. Also, Gemini Fund Services assisted in the launch of seven new alternative funds by independent advisors.
April 22, 2011
‘The 4% Rule Has Not Worked Out So Well:’ Pfau Answers Five Good QuestionsEconomist Wade Pfau is concerned that retirees are going to find that the 4% rule is unsustainable
April 22, 2011
‘The 4% Rule Has Not Worked Out So Well:’ Pfau Answers Five Good QuestionsWhat really matters is the "safe savings rate," so clients can afford their desired retirement expenses, says economist Wade Pfau.