Portfolio management

These options can outperform under the right circumstances

Stable investors tend to downplay periods of performance and periods of underperformance.

The goal is to own investments that can withstand risk, even if it means some sacrifices.

Getting them to unload equities that are weighing down their portfolios isn’t easy.

Which periods produce the best long-term returns for different asset classes?

In an excerpt from his new book, Gregory Curtis discusses why it is all about damage control.

New flavors in a portfolio can help juice returns, but beware of the risks.

These trusts are holding their value and merit an allocation.

As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.

Advisers may want to point out to clients that protection against exchange rate fluctuations can have major consequences.