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?

By scrapping the $100,000 requirement, the asset allocation tool becomes accessible to all of the firm's clients.

Heavily weighting any single stock has the potential to make a portfolio more volatile.

The government needs to improve cost-of-living adjustments to ensure that retirees can cope with inflation, says an expert.

The real question is, how long are you willing to stay with a trade if you're sure you're right.

A portfolio that minimizes the frequency and magnitude of losses, while maintaining an equity-like overall return, may be worth emulating.

“Pretty much every central bank is now talking about global downside risks, and that’s helped bonds rally,” a portfolio manager says.

Clients who check their portfolios every 15 minutes — or every 15 days — may not be good candidates for the moderate-growth performance of a broadly diversified portfolio.

This analysis may help calm jittery clients when their portfolios take a sharp downturn.

Clients can often retire smoothly even during a downturn if they diversify and rebalance their portfolios properly, as well as pay off debts and maximize their Social Security benefits.

Those with outflows cost clients more than twice as much.