Portfolio diversity

Clients — even some advisors — overreact to market losses. Are they on to something?

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

Let wealth planning, CRM and portfolio rebalancing software do the grunt work.

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

In light of the strength of the economy and the banks, does it make sense for advisors and their clients to avoid financials when looking at dividend-paying stocks?

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

Advisors must show how to consider the total cost of ownership.

A look at an 18-year period shows which is the better approach.

The options include indexes encompassing domestic, global and country-specific stocks.

Some investments are harder to advise on than others — think of rare coins and art — but advisors can distinguish themselves.

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

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.

Doing homework and knowing how to enter and how to exit are essential.

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

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

Figuring out how to build client portfolios now may leave advisors scratching their heads.

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

How to discuss risk when they become restless.

The firm wants to adopt a new benchmark that would add specialty REITs to the mix.