Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
LPL Launches Direct Indexing in Model Wealth Portfolios
By Dinah Wisenberg BrinThe strategy is available through new custom indexed separately managed accounts.
July 28, 2023
Direct Indexing Isn't Just for StocksAs awareness grows and usage broadens, experts anticipate that direct indexed SMA assets could surpass $800 billion by 2026.
July 27, 2023
Looking for a Guaranteed 4% Portfolio Return? Try a TIPS Ladder.After creating a TIPS ladder, Wealth Logic founder Allan Roth has been doing the same for his clients.
July 20, 2023
Savvy Wealth Unveils Generative AI Platform for AdvisorsThe new platform includes a CRM system, client portal and compliance/back-office support.
July 17, 2023
Larry Swedroe: This Big Investing Mistake Could Tank Your Clients' RetirementA 60/40 portfolio could shortchange investors over the next 30 years, the Buckingham Strategic Wealth strategist tells ThinkAdvisor.
July 17, 2023
7 Issues That Can Complicate Tax-Loss HarvestingTax-loss harvesting can help soothe the tax bite of realized capital gains, but be careful.
July 11, 2023
Taxable Accounts Are Wrong for These Holdings: Christine BenzFixing an "asset location" problem can be tricky, according to the Morningstar columnist.
July 06, 2023
JPMorgan Strategist Sees Bear Market Over, Notes Stock PicksThe S&P is cheaper than it looks, says global investment strategist Elyse Ausenbaugh.