Portfolio

In Search of Yield

Investor demand improved, despite the continuation of outflows from municipal bond mutual funds for a 23rd consecutive week, at $503 million for the week of Oct. 30.

The IRS released the annual cost-of-living adjustments last week affecting dollar limitations for pension plans and other retirement-related items for tax year 2014.

Some advisors worry that the new rules could inspire an irrational enthusiasm.

After columnist (and startup RIA) Dave Grant discussed the challenges of having prospects say no, Chad Smith — an advisor at Financial Symmetry in Raleigh, N.C. — sympathized on Twitter.

Can a different investment model create greater portfolio diversification than the traditional 60/40 asset allocation model?

What, exactly, do high-performing advisory firms do differently than their less successful peers?

The real estate market may have had its ups and downs in recent years, but REITs are holding their value and merit a place in client portfolios.

Gold is down from it's high of around $1890 in 2011, but some investors are still inquiring about including gold and other precious metals in their portfolios.

With the launch of a new Institute for Sustainable Investing, the firm is looking to add $10 billion in client assets to its socially responsible investing platform.