Portfolio construction

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.

The ninth-largest dividend cut ever in the S&P 500 raises concerns of sector concentration.

Despite critiques, Schwab Intelligent Portfolios will keep its cash allocations for clients.

The Stock Protection Fund is intended to help clients in very specific circumstances.

Advisors must understand the unique challenges presented by these companies.

Target date funds assume that the path to one’s golden years is linear and predictable.

It is "not for the faint of heart; it's a very fickle market," one advisor says.

Sometimes, a total non-U.S. stock index offering may backfire.

It's not just for December, but a smart approach throughout the year.

Ignoring lessons from past income-boosting strategies can lead to disastrous results.