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Portfolio management
A sector to watch as inflation ticks up
This group racked up strong returns over a 24-year span of above-median inflation.
Navigating international waters for HNW expat clients
Many U.S. expats don’t feel they should have to pay U.S. taxes while living abroad — but do they know where it’s not required?
Why TIPS are an oldie-but-goodie play on inflation
Targeting lower durations is possible with these securities amid rising rates.
Sponsored by Fidelity
How advisors can tap into the growing $23T ESG market
Morningstar has launched a variety of tools aimed at helping planners and their clients adjust to what the CEO refers to as “the new normal.”
How multisector bond funds can diversify portfolios
Amid rising rates, these vehicles can be helpful — but advisors need to stay vigilant.
Sponsored by Fidelity
Brave new world for bonds spurs search for fresh hedging ideas
The traditional approach of buying credit to balance equity risk may no longer be of any use.
Low cost, good transparency in 2 dividend ETFs
There are 148 ETFs focused on dividends. We looked at the eight cheapest, and then whittled even further.
Low cost should not be sole factor for buying target-date funds
Passive funds attracting record assets, but Morningstar analyst warns advisors to take a close look.
Voices: Smart beta performance isn’t worth the cost
Outliers aside, fundamental indexing is still more expensive than old fashioned capitalization-weighted indexing.
Why it's time for clients to focus on short-term bond strategies
Advisors should make sure they know how to discuss bonds in a new environment.
Sponsored by Fidelity
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