Investments

In the long term -- and in the extremely long term -- funds with the lowest market caps have the highest ranking.

In the long term -- and in the extremely long term -- funds with the lowest market caps have the highest ranking.

One of the benefits of an investment philosophy is that it can provide your clients with more consistent experiences and help them feel more confident in your advice. But if your philosophy is based on

One of the benefits of an investment philosophy is that it can provide your clients with more consistent experiences and help them feel more confident in your advice. But if your philosophy is based on forecasting which stock or market sector will be "hot" then those client experiences might not be very consistent.

Exchange-traded funds offer advisors a way to be aggressive when they spot an opportunity in the market.

Exchange-traded funds offer advisors a way to be aggressive when they spot an opportunity in the market.

With low valuations and improving investor sentiment, emerging markets equities may rebound from their recent correction.

With low valuations and improving investor sentiment, emerging markets equities may rebound from their recent correction.

With clients worried about running out of money in retirement, should advisors give annuities a second look? Professor Moshe Milevsky think so.

Creating allocation "no-trade zones" can ease the pressure to make an immediate sale in a soaring asset class.

Creating allocation "no-trade zones" can ease the pressure to make an immediate sale in a soaring asset class.

Prospect theory suggests that investors feel more pain from an investment's decline than pleasure from its rise, and advisors can incorporate this into their interactions with clients.

Prospect theory suggests that investors feel more pain from an investment's decline than pleasure from its rise, and advisors can incorporate this into their interactions with clients.

Conventional wisdom holds that allocations should become more conservative as investors enter their retirement years, decreasing the exposure to equities. Now research shows the opposite may be true.

Conventional wisdom holds that allocations should become more conservative as investors enter their retirement years, decreasing the exposure to equities. Now research shows the opposite may be true.

With money market funds yielding just 0.01%, even 1% inflation can erode a nest egg. Here's how planners can work with fearful clients who want to keep most, if not all, assets in cash.

With money market funds yielding just 0.01%, even 1% inflation can erode a nest egg. Here's how planners can work with fearful clients who want to keep most, if not all, assets in cash.

As stocks bounce between bull and bear markets, risk reduction is increasingly vital.

As stocks bounce between bull and bear markets, risk reduction is increasingly vital.

What’s changed over the past year in constructing the right portfolio for our clients? Absolutely nothing. Here are the keys to portfolio construction, this year and next.