Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
An Investing Guide to the Midterm Elections
By Matt Turner and Norah MulindaFor sectors like health, energy and tech, the makeup of the next Congress will be key to determining their path forward.
November 07, 2022
Midterms Set to Fuel Stock Rally: Morgan Stanley's WilsonPolls point to Republicans winning at least one chamber of Congress, a potential catalyst for lower bond yields and higher equity prices.
November 04, 2022
10 Ways to Find Opportunity in This MarketNow is the time to improve your clients' positioning and take advantage of some down-market strategies.
November 04, 2022
How This Year's Painful Losses Can Help Your Client's Tax SituationRic Edelman talks to BlackRock's Michael Lane about what he calls the best tax-loss harvesting opportunity in 50 years.
November 03, 2022
How to Help Clients See the Benefits of Tax Loss HarvestingHarvesting tax losses is the correct, proactive move we should be making, but it's tough to explain it to clients.
November 02, 2022
Vanguard to Test Giving Retail Investors More Voting PowerThe fund giant is planning a trial next year to give clients more say over how their shares are voted at corporate meetings.
October 31, 2022
What Annuities Can Do for Retirees That Traditional Fixed Income Can'tAnnuities are far more efficient at generating income than a traditional fixed income portfolio, David Lau says.
October 31, 2022
Got Crushed in the Market? Harvest Losses to Lower TaxesIt's been a rocky year in the markets for investors, but smart moves now can make their taxes less painful in April.