Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Stocks Jolted by Recession Fears in Rush for Haven
By Rita NazarethThe main U.S. stock indexes have lost over $6 trillion since March 29, and Mark Mobius says the S&P 500 is "probably going to go lower."
May 10, 2022
Goldman's Oppenheimer Sees Value in $11T Stock Rout"Equities are starting to look attractive for medium-to-longer term buyers," the strategist said Tuesday, though downside risks still lurk. "Equities are starting to look attractive for medium-to-longer term buyers," he told Bloomberg Television on Tuesday. While the downside risks still lurk, "all of that really is absorbed into the market already."
May 10, 2022
How to Reinvest 'Excess' RMDsOlder clients must take their entire RMD, but that doesn't mean they have to spend it all.
May 09, 2022
Father of 4% Rule Urges Caution, Cash as Market Risk RisesBut recent calls to cut withdrawals to around 3% or less are too conservative, Bill Bengen tells ThinkAdvisor.
May 09, 2022
Crypto Interest Surges Among Big InvestorsForty-one percent of alternative investment allocators said they expect their firms to increase allocations to digital assets.
May 09, 2022
U.S. Stocks Get Pummeled in Broad-Based SelloffThe S&P was down over 2%, and Cathie Wood's flagship ETF sank more than 8% Monday.
May 06, 2022
UBS Must Pay Clients $3.9M Over YES Options StrategyA FINRA arbitration panel ruled against the wirehouse in another dispute over its Yield Enhancement Strategy.
May 06, 2022
7 Things Advisors Need to Know About CryptoWhether you offer cryptocurrency investments or not, your clients likely have them, and they need guidance.