Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Vanguard Launches Active Fixed Income Multi-Sector ETF
By Dinah Wisenberg BrinThe offering is effectively identical to the Vanguard Multi-Sector Income Bond Fund, a Vanguard watcher notes.
June 09, 2025
Most Advisors See Stocks Up 10% by Year-End: SurveyInflation worries are fading among both advisors and clients, InspereX reported.
June 06, 2025
Why Advyzon Chose to Partner, Not Build, to Boost Direct IndexingSyntax Data's offering did everything Advyzon wanted and more, CIO Brian Huckstep says.
June 04, 2025
Variable Annuity vs. 60/40 Portfolio: Which Won Wade Pfau's Retirement Income Face-Off?Putting 30% of assets in a contract greatly increased the odds of success, but a hypothetical 95-year-old had problems.
June 03, 2025
6 Keys to Managing Volatility in 529 PlansFor long-term savers, market variance can be a quiet opportunity to make thoughtful, strategic adjustments.
May 30, 2025
The End of the Easy Stock Bet Has Been Good to ContrariansThe GMO International Developed Equity Allocation Fund, for instance, is up about 20% this year.
May 28, 2025
'A Mortgage for Your 401(k)': Advisors See Peril, and Promise, in New OfferingA platform enabling leverage in retirement accounts has left many advisors skeptical, while others see a potential role.
May 27, 2025
'Disrupters Get Disrupted': Smart Beta Pioneer Has a Warning for AI Investors"AI is the real deal, but that doesn’t mean it’s not a bubble," Rob Arnott of Research Affiliates says.