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Portfolio construction
Why a total non-U.S. stock market index fund may backfire
Can three foreign market index funds outperform a single total non-U.S. market index fund?
2 dividend ETFs provide litmus test on shunning financial stocks
This sector had a bad name for years after the crisis. Is it time to include it in portfolios?
Web Seminar
Goals-based planning
Sep 12, 2:00pm
Goals-based planning is a radical – even disruptive – approach to portfolio construction that is sweeping financial planning.
Sponsor content from
Voices
How to talk to clients about Dow 22,000
Kimberly Foss
President and founder
Empyrion Wealth Management
Concentrate on the factors that you and your clients can control.
Voices
Smart beta looks great in the rearview mirror
Barry Ritholtz
Founder
Ritholtz Wealth Management
Fundamental indexing is drawing more scrutiny, and greater concern about how these indexes are assembled.
Voices
Why smart beta may not be so smart
Allan S. Roth
Founder
Wealth Logic
Whenever any investing style becomes too popular, future returns are likely to lag.
The problem with portfolio optimization
For a solution, look to deficiencies found in the Markowitz model, one manager says.
10 reasons why advisors struggle to keep client portfolios simple
Three index funds may be all clients need. But that's rarely what they end up with.
Vanguard founder sticks with U.S. stocks after 400% gains
Jack Bogle's advice flies in the face of the market’s recent conventional wisdom.
Can smart beta ETFs and active management coexist?
Studies show smart beta beating their benchmarks more than active managers.
