Portfolio management

Conventional wisdom is that 60/40 portfolio is highly effective. But there could be a better way to accompany large-cap U.S. stocks than U.S. bonds.

The funds will classify stocks using artificial intelligence.

Target date funds assume that the path to one’s golden years is linear and predictable.

It is "not for the faint of heart; it's a very fickle market," one advisor says.

Sometimes, a total non-U.S. stock index offering may backfire.

It's not just for December, but a smart approach throughout the year.

Ignoring lessons from past income-boosting strategies can lead to disastrous results.

The great value in simplicity is that the client can personally identify with the investment approach.

They have become increasingly attractive as real estate prices climb.

Equine exposure should be done outside the core portfolio, using discretionary funds.

The standard process for launching exchange traded funds is flawed, argues Allan Roth. He proposes a better way.

High-risk, highly concentrated funds may not be for everyone, but they can fill a niche.

Many advisors want nothing to do with cryptocurrency.

Often derided, a small amount of the precious metal can help clients diversify.

Some clients may demand more evidence of actual outcomes.

Smaller and midsized firms typically have fewer resources, limiting the time available to complete annual examinations of their policies and procedures.

Upgraded portfolios and easier onboarding processes have helped, but more needs to be done, advisors say.