Portfolio management

Some advisers continue to overstate the benefits, confusing savings with deferral.

How to navigate questions — and tough answers — around socially responsible investments.

Consider a client’s overall return as well as risk parameters.

These strategies can help clients with challenging drawdown decisions

Reports of the hypothesis’ demise may be greatly exaggerated.

Your clients’ generous intentions can actually work against them. How to help navigate a thorny but navigable issue.

How to get a portfolio boost from outside expertise, analytical power and financial wherewithal.

Spousal benefits and survivor benefits appear very similar, but scratch a little deeper you’ll find a tangle of regulations and features. Here’s how to unwind them.

Rather than getting unnerved, here are actionable ideas.

Taxes may dictate whether assets fit into a regular or a retirement account.

As many high-fee hedge funds have discovered, promising a smooth ride can eliminate returns.

Train them to use these strategies during jittery markets.

Advisers may need to put the brakes on those who want to invest too heavily in specific sectors.

These options can outperform under the right circumstances

Stable investors tend to downplay periods of performance and periods of underperformance.

The goal is to own investments that can withstand risk, even if it means some sacrifices.

Getting them to unload equities that are weighing down their portfolios isn’t easy.

Which periods produce the best long-term returns for different asset classes?

These trusts are holding their value and merit an allocation.

In an excerpt from his new book, Gregory Curtis discusses why it is all about damage control.