Investment insights

As the Dow tops 23,000, remember the largest percentage drop in history.

Various measures of what constitutes cash can produce different analyses. This list uses net cash positions at the largest funds.

These all-weather investments could be just the ticket for clients.

Bond funds go mano a mano in the last installment of this 3-part series on maximizing total-market index funds.

The firm uses academic research for specific guideposts on its way to serving clients and advisors.

In light of the strength of the economy and the banks, does it make sense for advisors and their clients to avoid financials when looking at dividend-paying stocks?

Non-traditional asset classes include structured credit, reinsurance and alternative lending.

Advisors must show how to consider the total cost of ownership.

A look at an 18-year period shows which is the better approach.

The options include indexes encompassing domestic, global and country-specific stocks.

Some investments are harder to advise on than others — think of rare coins and art — but advisors can distinguish themselves.

Smart beta and other factor investing often leads to more complexity than necessary.

Having credible, thoughtful answers to clients’ questions is essential to truly meeting a fiduciary standard of care.

The performance is different depending on the index provider used.

Asset allocation is the glue that connects and aligns an investor’s goals and strategies.

Doing homework and knowing how to enter and how to exit are essential.

The key is creating a portfolio that clients will stick with through thick and thin.

Retirees can open health savings accounts, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.

The probability of success with stocks and bonds is higher and much easier.

There is something to be said for active managers in the age of Trump.