Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
A 4-Step Investment Plan for Millennials
By Ron DeLeggeYoung adults face tough financial challenges. Through these four simple steps, you can help address them.
February 26, 2015
How Much Is an Advisor Worth? Eric Nelson Does the MathWhen a prospect balks at paying advisory fees, Eric Nelson shows the value he adds and what the absence of an advisor can cost.
February 25, 2015
UBS Gets Behind BucketsEven the most exemplary investment in theory, with high expected returns, doesnt cut it if your goal is to pay a bill due next month.
February 24, 2015
Expensive U.S. Markets Highlight International BargainsTwelve Points Wealth Management pursues international diversification as a majorand vitalportion of client portfolios, and doesnt hesitate to pursue opportunities when they present themselves.
February 24, 2015
Is Your China Glass Half Empty or Half Full?There will be two competing perspectives on Chinas 2014 economic performance.
February 24, 2015
Gold Bug Merk: The Risks of GoldAs a scientist examining the weaknesses of his hypothesis, Axel Merk takes a critical approach to gold to better appreciate its investing risks and rewards.
February 24, 2015
The Real Reason Pensions Rely on Consultants and Past PerformanceNeither picking fund managers with good track records nor taking the advice of investment consultants leads to better performance. So why do pensions do it?
February 24, 2015
This is what it looks like to be an independent agent in 2015 [infographic]What keeps advisors up at night? Retirement Advisor's second annual Advisor Survey unveils the answers.