Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
For Firms in the United Capital Fold, a New Platform
By James J. GreenUnited Capital Financial Advisers has partnered with FundQuest to build a suite of Web-based tools for UCFA advisors and their clients that cover the waterfront...
May 01, 2009
Danger & Opportunity: Raising the BarIf you were asked to nominate a single representative who personifies reason and insight when it comes to investing, combined with integrity and a career-long...
May 01, 2009
The Green Advisor: A Triad of ValuesIn this space last month we wrote that while green investing and socially responsible investing (SRI) have much in common, they are not always the...
May 01, 2009
The Psychology of Advice: The Madding CrowdWhen bad things are happening to people all over the world, stress reactions start to run the show. Panic, rage, conspiracy theories, and other forms...
May 01, 2009
Is Modern Portfolio Theory Dead?Diversified Fate The last 18 months have been an unmitigated disaster. Financial planners have seen their income melt away like global warming on steroids. The stock...
April 23, 2009
Slump keeps boomer homeowners from movingStagnant moving rates and continued plummeting home sales indicate boomer homeowners aren't going anywhere anytime soon. Fitch Ratings estimates home prices will fall an additional 12.5...
April 23, 2009
Retirement Confidence PlummetsLatest EBRI survey shows only 20% highly confident they'll have enough income in retirement
April 22, 2009
Institute for Private Investors Survey: Cash HelpedMany ultra-wealthy private investors fared better than large institutions in the 2008 downturn, because of the investors' higher-than-usual allocations to cash, according to the latest research from the Institute for Private Investors' (IPI).