Portfolio management

Sept. 4: As managers acquaint themselves with the AI and automation industries, one firm has been deeply invested in the burgeoning field.

Concentrating too much of a client's portfolio in U.S. stocks creates too much risk.

A cornerstone of what drives American capitalism, the number of IPOs has plunged even as the stock market, and tech stocks in particular, have been hitting new highs.

Advisors must be prepared with tax and planning strategies to help when clients fall ill.

The real concern is not just that actively managed funds could disappear but that the entire market could be left for dead.

Sometimes it’s business. Sometimes it’s sentimental. Whatever the reason, it’s almost always problematic when a client insists on keeping a very large position in a single stock.

Can three foreign market index funds outperform a single total non-U.S. market index fund?

This sector had a bad name for years after the crisis. Is it time to include it in portfolios?