Portfolio construction

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.

The great value in simplicity is that the client can personally identify with the investment approach.

Equine exposure should be done outside the core portfolio, using discretionary funds.

High-risk, highly concentrated funds may not be for everyone, but they can fill a niche.

Many advisors want nothing to do with cryptocurrency.

Often derided, a small amount of the precious metal can help clients diversify.

Some clients may demand more evidence of actual outcomes.

Smaller and midsized firms typically have fewer resources, limiting the time available to complete annual examinations of their policies and procedures.

If one day’s immersion in world news teaches us anything, it is that risk is not just a game.