Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Here's One Way to Protect Near-Retirees From Market Shocks: Wade Pfau
By John ManganaroNear-retirees with significant bond allocations can be steered off course by a rapid rise in interest rates.
October 04, 2023
Big Returns from the 'Magnificent 7' Complicate Year-End Tax PlanningThough markets have performed better this year than last, excess returns have been concentrated among some big names.
October 04, 2023
Bill Gross Says Stocks Are 'Clearly Overvalued'The PIMCO co-founder says neither bonds nor equities are attractive, even after the recent selloffs, since lower rates are nowhere in sight.
October 03, 2023
Robo Portfolios Vary Widely for Same Client Profile: MorningstarSome robo-advisors, however, suggested identical allocations for two hypothetical clients with different goals and timelines.
September 29, 2023
How Much Cash Do Clients Really Need? — Advisors' AdviceAdvisors differ widely in how much cash they think clients should keep at home and in portfolios.
September 27, 2023
Franklin Templeton Expands Its SMA Offering at JanneyJanney advisors now will be able to offer eight Franklin Templeton custom, tax-managed index-based SMAs.
September 27, 2023
10 Best Value Stocks for Long-Term Investors: MorningstarValue stocks beat growth as a long-term investment in 2023, Susan Dziubinski writes.
September 26, 2023
Gundlach: This Low-Risk Investment Mix Could Earn 7% Returns"Investors should be getting much more conservative," the DoubleLine CEO says.