Portfolio construction

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.

The U.S. Private Equity Access Fund Platform includes 33 offerings and more than 7,000 domestic and international investors.

The performance is different depending on the index provider used.

Asset allocation is the glue that connects and aligns an investor’s goals and strategies.

The key is creating a portfolio that clients will stick with through thick and thin.

Have advisors learned nothing from the 2008 crash?

The probability of success with stocks and bonds is higher and much easier.

Mounting regulatory concerns and technology pressures have left advisors looking for outside help, new research shows.

It may seem like a good idea to build client portfolios, but advisors might be better off spending their time working on relationships.

Why gaining short-term bond exposure through mutual funds isn’t a smart bet.

How to discuss risk when they become restless.