Portfolio diversity

Stereotyping investors can cause long-term damage to financial success for clients and planners.

Microsoft and Amazon.com are the fund’s top-two holdings.

Clients only get to reap the rewards of returns after investment expenses are paid.

Many investors remember that the S&P 500 lost 39% in 2008, but few recall that the 10-year government bond gained 21% that year.

While diversification is important, more isn’t always merrier with these funds.

Both are structured to last a long time — sometimes forever. But beware of one-size-fits-all approaches.

One manager’s new group of funds will launch in collaboration with leading nonprofits.

We give advice based on the intel we have, but not all clients are as up front as we are.

Returns over the past decade have been stellar, but capital preservation is a concern.

The side effect of index reconstitution is well documented.

Targeting lower durations is possible with these securities amid rising rates.

An exit from the European Union doesn't necessarily require immediately pulling out from the U.K. bond market.

Amid rising rates, these vehicles can be helpful — but advisors need to stay vigilant.

More than half of the country's top housing markets are considered overvalued.

These investments can help avoid getting caught up in market volatility as rates rise.

A growing chorus of experts see losses ahead, but there are good arguments on the other side.

There’s only so many ways to mine this strategy and make money.

Amid rising rates, should advisors maintain stability in portfolios or go for higher yields?

In the past, both asset classes served as sources of capital appreciation and income.

As interest rates rise at home, advisors should consider adding foreign bond investments.