Portfolio diversity

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.