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Advisors must show how to consider the total cost of ownership.September 28
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A look at an 18-year period shows which is the better approach.September 27
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The options include indexes encompassing domestic, global and country-specific stocks.September 26
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Some investments are harder to advise on than others — think of rare coins and art — but advisors can distinguish themselves.September 25
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Smart beta and other factor investing often leads to more complexity than necessary.September 22
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Having credible, thoughtful answers to clients’ questions is essential to truly meeting a fiduciary standard of care.September 22
PartnerPalo Alto Wealth Advisors
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The performance is different depending on the index provider used.September 22
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Asset allocation is the glue that connects and aligns an investor’s goals and strategies.September 21
Executive DirectorThe Bapis Group at HighTower
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Doing homework and knowing how to enter and how to exit are essential.September 20
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The key is creating a portfolio that clients will stick with through thick and thin.September 19
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The probability of success with stocks and bonds is higher and much easier.September 18
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There is something to be said for active managers in the age of Trump.September 15
Portfolio StrategistClarfeld Financial Advisors
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Figuring out how to build client portfolios now may leave advisors scratching their heads.September 15
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It may seem like a good idea to build client portfolios, but advisors might be better off spending their time working on relationships.September 15
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Why gaining short-term bond exposure through mutual funds isn’t a smart bet.September 14
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How to discuss risk when they become restless.September 13
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To build a portfolio that is balanced and robust, advisers must calculate true risk while incorporating what makes each client unique.September 11
Chief Executive OfficerTotum Risk
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Some advisers prefer to allot a small pool of money to 'play' withSeptember 8
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Integrating the strategy into portfolios has become one way clients and institutions strive make a difference.September 8
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Be it retirement, college saving or planning for emergencies, goals should drive the investments.September 8
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Don't let momentum for an asset class in either direction overtake logic.September 7
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Concentrating too much of a client's portfolio in U.S. stocks creates too much risk.September 1
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