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Portfolio management
Three against one: A battle of index funds
Can a single mega total-market index fund outperform an equally weighted basket of large-cap, mid-cap and small-cap funds? The answer may surprise you.
Voices
How to talk to clients about Dow 22,000
Kimberly Foss
President and founder
Empyrion Wealth Management
Concentrate on the factors that you and your clients can control.
Index
Advisers see equity inflows rise, though pace slows
Business conditions may have improved, but the possibility that markets may be overvalued is raising concerns for wealth managers’ and their clients.
Focus Financial adds another billion-dollar-plus RIA
The partnership marks the third deal since a major private equity investment in April.
Seeking dividend growth? These 'aristocrat' ETFs may fit the bill
There are two that hold stocks that have boosted dividends for 20 years or more.
Voices
Smart beta looks great in the rearview mirror
Barry Ritholtz
Founder
Ritholtz Wealth Management
Fundamental indexing is drawing more scrutiny, and greater concern about how these indexes are assembled.
Overvalued? Funds with the highest price-to-book ratios
If these ratios increase along with stock prices, how high is too high?
Voices
Why smart beta may not be so smart
Allan S. Roth
Founder
Wealth Logic
Whenever any investing style becomes too popular, future returns are likely to lag.
Machines won't oust humans, Gundlach says
Advice from DoubleLine founder and CEO for competing with the ever-evolving robo landscape? “Work hard.”
The problem with portfolio optimization
For a solution, look to deficiencies found in the Markowitz model, one manager says.
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