Portfolio management

Effective tax management can add 1% percent to a portfolio annually, and potentially more in highly volatile years

Ray Dalio’s $138 billion asset manager has tweaked its version of the strategy as yields hit historic lows, a person familiar with the matter says.

Some of the biggest laggards have managed short-term gains of more than 40%.

More than 600,000 ounces of the precious metal have been added to ETFs since mid-May.

Advisors, nervous about the exposure, say they are struggling to get clients to switch things up.

The ready-made strategies have been around for years, but in an era of fee wars and ETFs its popularity is exploding.

As the S&P 500 flirts with record-high levels, many participants are mulling whether it’s time to take profits or push for more returns.

High unemployment, rising virus cases and the upcoming presidential election are causing clients to change their strategies, advisors say.

Innovator ETFs, an asset manager, will debut its so-called buffer funds at a time when Treasury yields are hovering near historic lows and duration risk climbs.

A significant push to use the precious metal as portfolio insurance may create a self-reinforcing spiral that upends its appeal as a hedge.