Portfolio construction

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.

A proliferation of ETFs raises the stakes of distinguishing between passive and active. It's smart to be a little skeptical.

Positioning clients to weather market volatility and potential correction has become a top concern.

With so many choices available, it can be tough to cut through the noise. Here's how.

Some experts say the advantages are oversold.

Bond funds go mano a mano in the last installment of this 3-part series on maximizing total-market index funds.

"If you think you are going to get paid for what technology can do, think again."

Stock Protection Funds could mitigate single-stock risk, but are they worth the fees?

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

Non-traditional asset classes include structured credit, reinsurance and alternative lending.

Smart beta and other factor investing often leads to more complexity than necessary.