Portfolio management

Turning loss into profit in down markets can seem like magic to some clients.

“The data that the market typically relies on is too slow to keep up with how rapidly the situation has been changing," says Richard Bernstein Advisors' deputy CIO.

Seeing the size and variation in average returns among a variety of asset classes offers perspective for those who are anxious.

“[By extending the tax deadline], they automatically extended the deadline to make an IRA contribution last year,” an expert says.

Morningstar finds that active managers have left a lot to be desired.

Bear markets come with checklists of savvy moves to make for investment portfolios.

An imagined conversation with the legendary Vanguard founder about the coronavirus market crash.

Clients are advised to keep some of their savings in cash and focus on their long-term prospects.

First, prove you’re listening; then make sure they know you’re taking action to protect their portfolios.

Retirees tapping their long-term savings accounts for income in an emergency are advised to strongly consider reducing their withdrawal rates.

The outage hit the group’s Morcom electronic trading platform, which employees use to place orders on behalf of wealthy clients.

The market meltdown has slammed billionaires from every part of the globe and every industry.

A time to buy or a warning to avoid timing markets?

Few clients think to look at the impact of capital gains on their mutual funds.

“It’s like shopping on Amazon for real estate,” says one investor. But clients pay a premium for the access and convenience.

There is quite a bit of data indicating planners timed the markets poorly during the financial crisis. Let's not make the same mistakes again.

Mutual funds and ETFs are often created with lopsided or unequal allocations toward certain sectors of the economy, experts warn.

Interestingly, the measure often used by analysts and planners just happens to be the one that doesn’t reflect how most clients actually invest or withdraw money.

For planners who embrace the potential to provide these services, it can be a natural next-generation service offering.