Portfolio management

The traditional approach of buying credit to balance equity risk may no longer be of any use.

There are 148 ETFs focused on dividends. We looked at the eight cheapest, and then whittled even further.

Since 2008, advisors are looking beyond the percentage of equities or bonds in a client’s portfolio.

Passive funds attracting record assets, but Morningstar analyst warns advisors to take a close look.

How one advisor sees the outsized influence of Nobel laureate Daniel Kahneman on the financial planning industry.

More than half of the country's top housing markets are considered overvalued.

Outliers aside, fundamental indexing is still more expensive than old fashioned capitalization-weighted indexing.

These investments can help avoid getting caught up in market volatility as rates rise.

Advisors should make sure they know how to discuss bonds in a new environment.

A growing chorus of experts see losses ahead, but there are good arguments on the other side.

There’s only so many ways to mine this strategy and make money.

Even profitable bond managers will have to up their game to remain relevant because in many cases investors have better options.

The holdings demonstrate “resiliency over several credit cycles, with low realized principal losses and robust returns for CLO equity,” managers say.

Here's a look at cities where homebuyers are getting the best bang for their housing buck.

Amid rising rates, should advisors maintain stability in portfolios or go for higher yields?

In the past, both asset classes served as sources of capital appreciation and income.

As interest rates rise at home, advisors should consider adding foreign bond investments.

These portfolios look poised to shrug off their recent underperformance.

Rates rising and falling? This strategy works either way.

As a sustained bull run has made portfolios swell, managing the tax bill on those gains has become increasingly vital.