Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Envestnet Explores Sale of Yodlee
By Gillian Tan & Matthew MonksThe TAMP wants to solicit interest from potential buyers of the data aggregator, which it acquired for $590 million in 2015.
December 13, 2023
S&P 500 Extends Gain After Powell's RemarksFed officials expect to lower rates by 75 basis points next year, a sharper pace of cuts than indicated in September.
December 13, 2023
Fed Pivots to Rate Cuts as Inflation Heads Toward 2% GoalChair Jerome Powell indicated policymakers are now turning their focus to when to cut rates as inflation cools.
December 12, 2023
Want to Save for Retirement in a Taxable Account? Try These Models: Morningstar's BenzWith the right investments, these accounts can be almost as tax-efficient as retirement accounts, she says.
December 12, 2023
10 Ways You Save Your Clients MoneyMany people associate investing with stock picking, but good advisors do so much more.
December 11, 2023
Michael Finke: 3 Critical Lessons From the COVID CrashIt also showed the value of target-date funds, the retirement researcher says.
December 11, 2023
This Overlooked Secure Act Change Makes Roth 401(k)s More AttractiveThe law removed the lifetime RMD requirements from these accounts starting in 2024.
December 11, 2023
S&P 500 to Hit 5,200 Next Year: StrategistThe target of Oppenheimer's John Stoltzfus implies nearly 13% gains from Friday's close.