Investments

With markets moving swiftly, advisors sometimes rebalance more than once a year.

Here’s how to build a diversified portfolio with just a few low-cost funds. It’s the ultimate conclusion from Modern Portfolio Theory.

Because excess capital losses can be carried forward to future tax returns, with no expiration date, clients can use this “bank” of losses to offset future net capital gains.

High income can only come with high risk, a lesson investors learned painfully in 2008. Here’s a better way to think about fixed income.

Using mostly passive strategies results in lower fees and better performance, but there are cases where active management can add value.

The crisis represents a call for advisors to offer the one thing most individual investors can't provide for themselves: an objective, experienced and unemotional perspective, unclouded by fear and based instead upon short- and long-term goals.

Bill Gross, who has been telling investors to favor short-term Treasuries, is following through on his own advice as longer-maturity bonds suffer their biggest losses in four years.

Owned, Paid or Earned: The New Language of Marketing

U.S. Default Poses Low Risk to Money-Market Funds, Fitch Says

Fidelity Billionaire Johnson Taps ETFs as Profits for Funds Fade

TIAA-CREF: Heritage Helping With DCIO Efforts

Managed Futures Cost Investors Profits as Fees Wipe Away Gains

Here are some of the smartest things heard -- and tweeted -- from Tuesday's conference hosted by financial advisors and bloggers Barry Ritholtz and Josh Brown in New York City.

Treasury Bill Rates Surge to Highest Since 2008 at 1-Month Sale

Hedged Equity ETFs Gain Steam

The firm was praised for its client marketing materials at the annual Retirement Income Industry Association conference. Allianz and Principal were also honored.

Municipal analysts and strategists are looking in the health care and housing industries and at credits with intermediate maturities for potential bargains that may be created by irrational fears over the government shutdown and the debt ceiling.

The turnkey asset management platform taps executives with experience at Fidelity, Schwab and Russell Investments.

ETFs Becoming the 'It' Strategy for Institutions

With the size of the exchange-traded product market expanding rapidly each year, it is important for advisors to understand exactly what they are purchasing.