Portfolio construction

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.