Portfolio management

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For years, it seemed that a decline in monthly benefits was a long way off. Now it may be sooner than expected. Here’s what advisers need to know.

One suggestion planners say they are offering bullish clients: Don't be extreme.

While ETF choices are limited, a handful using these securities offer different approaches and capitalization sizes.

16 individuals or teams are nominated in the four-category list.

Planners act on expectations of pro-business, anti-trade initiatives by the incoming administration.

One of the major aims of asset allocation is to craft a portfolio with ingredients that don’t all behave in exactly the same way to protect against all assets heading south at the same time. But, of course, that downside protection can be a double-edged sword.

Why advisers should use age-banding to plan for retirees’ spending levels to flex and adjust.

But to get to where bulls think earnings are going, the economy would have to pull off a feat of strength that is unprecedented since at least 1937.

Many Americans are facing bleak retirement prospects as a result of the current do-it-yourself retirement system.