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.