Portfolio management

The practice can seem counterintuitive to clients. Here’s how to break through their resistance.

Educate them on the risks and lower volatility of a geographically diversified portfolio.

Patience is a virtue, but advisers can suggest it as a portfolio diversifier that clients can actually control.

Even after Congress phased out two popular claiming strategies, you should remind clients they can increase their benefits simply by being patient.

If clients are seeking performance steadiness, help them build a diversified portfolio that includes exciting engine asset classes but also some that will act as safety brakes.

Modern advisers have much to learn from Blaise Pascal and his influential insights on taking chances.

Risk protection requires holding some investments that underperform when stocks rise, such as government bonds. But the payoff can come when the tide turns.

Ending a three-year slump with its largest quarterly increase in almost 30 years, the timing is right for a closer look, Lipper research analyst Patrick Keon says.

Global bond funds have been gaining in popularity due to their increased diversification, larger opportunity set and ability to reduce exposure to any single central bank, two leading portfolio managers say.

When average performances are analyzed rather than just the top funds, a passive strategy prevailed over the past five years.