Portfolio construction

Clients invested in bond funds may soon be in for a rude awakening. Here’s how advisors can explain the risk.

Quality is a nebulous assessment and can change over the years — remember Sears? — but appears to portend outperformance using most companies’ measures.

“They aren’t investing like they should and they have really tepid projections for future stock market returns,” advisor Austin Colby says.

Engagement with companies beyond the firearms industry is a better solution, Calvert Research says.

Monte Carlo simulations can only do so much.

Benefit are usually expected to replace about 40% of their pre-retirement income, but that's an average, so many people will get even less. The question is: how much less?

Let’s face it, portfolio management will never be free.

Traditional wisdom says that bonds and stocks complement each other, but this is not always the case, especially when a reduction in valuations occurs.

Investing in certain uptrends may pay off for clients.

The Silicon Valley robo advisor is offering a proprietary product using risk parity, but advisors debate if it is worth the fee.

Pairing a variety of Vanguard bond funds with an S&P 500 fund may help you rethink how to craft the classic 60% equity, 40% bond portfolio.

The SPDR fund's newfound appeal may be linked to its dividend yield, which has jumped to its highest level since 2008.

Advisors should consider how they are preparing for a rising rate environment.

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.

A more comprehensive approach to low-cost investing could save thousands for retirement age clients.

If estate planning documents don't use the right language, it can sometimes lead to costly and time-consuming alternatives.

The software is powered by analytics previously available only to larger institutions.

Tax-free withdrawals could outweigh an employer's match if early withdrawals are made for expenses like health care.

Retirees should stick to their strategies and diversify their portfolios with various sources of income.

The right strategy can help minimize their future estate taxes.