Portfolio management

To experience higher potential gains, clients need to be willing to tolerate losses at least occasionally. Striking the right balance between risk and reward is the tricky part.

Many investors remember that the S&P 500 lost 39% in 2008, but few recall that the 10-year government bond gained 21% that year.

Portfolio managers say taxable alternatives have appeared cheaper lately when compared to the short end of the tax-exempt yield curve.

Clients still scarred from the losses are better prepared for the next market nosedive, advisors say.

Morningstar metrics can help advisors evaluate how vulnerable a company is in the transition away from a fossil-fuel intensive economy.

Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.

While diversification is important, more isn’t always merrier with these funds.

There are five niches that will be its future.

Home buying “usually doesn’t go as smooth as you read in the books,” says one advisor.

Caretakers for those with developmental challenges can feel lost when it comes to their financial options.

The firm says it's likely to benefit from the strategy by luring new clients and earning fees on securities lending.

Both are structured to last a long time — sometimes forever. But beware of one-size-fits-all approaches.

The fund’s portfolio management team began dumping exposure to the social media giant in light of the Cambridge Analytica scandal.

Whether measuring performance against the market or a client’s own goals, the industry needs accountability.

This retirement investing strategy can be a hard one to implement, but it makes academic sense.

One manager’s new group of funds will launch in collaboration with leading nonprofits.

These funds emerged as investors sought yield amid an otherwise low-interest rate environment. As rates normalize, does this approach still have a purpose?

If history is a guide, your clients can stop freaking out about having enough money during their post-work life.

Children are immature with money, so one advisor factors that into his approach by doling out the wealth in phases.

We give advice based on the intel we have, but not all clients are as up front as we are.