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Top advisers are using these strategies to create well-balanced portfolios.
August 1 -
Planners ask whether events like Brexit have rewritten the rules on current portfolio allocations.
July 13 -
Stocks have erased the losses triggered by the U.K.’s vote to leave the European Union, and a stronger-than-forecast payrolls report also helped allay investor concerns.
July 12 -
Recent market volatility has pitted advisers against clients over whether events such as Brexit represent a buying opportunity.
July 12 -
Every client fears the tell-tale signs of a dividend that's about to get slashed. Maybe in a post-Brexit world it's time to get worried about payouts going up.
July 8 -
Inflation and unemployment haven't reached levels that would justify an increase in interest rates, even without risks from Britain's vote to leave the European Union, Federal Reserve Governor Daniel Tarullo said.
July 6 -
It's safety first for investors around the world as they assess the significance of Britain's vote to leave the European Union.
July 6 -
"Gold and silver have already come a long way, so perhaps it's not surprising to see them pull back a little," one analyst says.
July 5 -
As volatility remains a real concern, advisers will need to continue to transition into holistic and goals-based advice.
July 1Jefferson National -
Consider high-yield muni bond funds to combat a client's fears after the UK's leave vote. Plus, a benefit couples should consider before getting divorced.
June 30