Portfolio diversity

Do your clients have their ducks in a row?

These clients will need bigger savings than other age groups to fund a longer retirement horizon, according to a study.

This basketball analogy can help you explain how portfolio diversification works across multiple asset classes.

The losers “offer exposure to extremely narrow and volatile segments of the market,” an expert says.

Each of these funds has its own way of adding high-octane assets into clients' portfolios.

The longer the investing view one has, the easier it is to measure the effect of rebalancing on a portfolio, and to see if it adds value over time.

As much as 46% believe Medicare will cover the costs of long-term care.

After a decade-long bull market in U.S. stocks, rebalancing into international equities may make sense for some clients.

The firm, along with the broader asset management industry, is focused on ways to expand its global reach amid mounting pressure for growth.

The famed investor recommends 90% large-cap U.S. stock and 10% short-term government bonds. Is it a crazy idea?