Portfolio management

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.

Earnings are below their peak, major technology companies don’t pay and banks are still lagging.

To manage risk in the equity markets, advisers should pitch a V-shaped bond tent.

"People want to chase gains," an adviser says of clients.

The annual Tech Survey reveals the trends that will separate future digital winners from losers.

The fiduciary rule was an unintended gift for those who focus on income distribution planning.

As interest rates climb, advisers should diversify the fixed-income portion of their client’s overall portfolio.

These funds have similar goals, but there are significant differences.

What Trump and rising interest rates may mean for advisers.

Trump has proposed making it easier to pass on HSAs to heirs, while some House Republicans want to nearly double contribution limits.

History shows the winning party and their policies will have minimal impact on returns.

The documents are good indicators of investors’ past behavior and probable future behavior.