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Income planning can save clients thousands of dollars a year in premium tax credits.
David Lafferty of Natixis Global Asset Management offers Schwab Impact attendees advice on thinking differently about clients' risk tolerance and debunking myths.
Principles of behavioral finance can prevent destructive investment moves, advisors hear at Schwab Impact conference.
Behavioral economist Shlomo Benartzi has launched an app to help investors set better retirement goals and improve financial planning around those goals.
A Vanguard model aiming to forecast the next decade’s returns offers some useful takeaways.
For some alternatives, once you consider the benchmark, the more difficult part is justifying the investment's place in the portfolio.
Benchmarking alternatives isn't easy, but it's critical in making sure clients and advisors are clear on the investments' role in the portfolio. Here's how to benchmark private equity, non-traditional bonds and long-short funds.
Do advisors know enough about alternatives to recommend them to clients? Here's one key to making sure you understand the investments' role in client portfolios.
Hedge fund alpha is going from bad to worse. Why the decline in performance?
How does owning gold compare to owning precious metals equities?
A small amount of gold in a portfolio can act as a good alternative asset to diversify risk.
Though private, non-traded REITs have very high loads and ongoing expenses, low-cost REITs can have a place as alternatives in our clients' portfolios.
Some alternative asset classes are appealing in theory until you stop and think about them, according to CFP Allan Roth. Here are three types advisors should avoid.
Low or negative correlation is necessary for a good alternative investment, but don't forget the second essential trait.
By focusing on what really needs protecting, advisors can help bring insurance spending under control.
Alternative investments aren't just for institutions any longer. Alt mutual funds and ETFs have seen a 100% increase in inflows over the past two years.
In grading investment performance, it turns out that consistency is even more important than asset allocation.
When converting a regular IRA into a Roth IRA, it may be wise to use risky assets and be ready to undo the conversion if the assets move in the wrong direction.
Narrow investment strategies and narrow fund categories tend to result in worse results for investors.
It is more important to rebalance in order to maintain a consistent asset allocation than it is to choose the right allocation in the first place.