Asset allocations

Don't let momentum for an asset class in either direction overtake logic.

Concentrating too much of a client's portfolio in U.S. stocks creates too much risk.

Can three foreign market index funds outperform a single total non-U.S. market index fund?

This sector had a bad name for years after the crisis. Is it time to include it in portfolios?

Can a single mega total-market index fund outperform an equally weighted basket of large-cap, mid-cap and small-cap funds? The answer may surprise you.

A retiree living off her portfolio suffers hundreds of dollars a year in lost income for every added basis point of fund expense ratio and advisory fees.

The move does not apply to the giant asset management firm's ETFs, and clients are not required to liquidate existing positions.