Portfolio

Investment news and market analysis on mutual funds, ETFs, stocks and alternative investments and tips on strategies needed to construct successful portfolios.

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Trump's Market Impact: Navigating Opportunities in AI, Crypto and ETFs

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The Path to Independence: Navigating the Four Key Dimensions for RIAs

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Preparing Portfolios for 2025: Macro Outlook, Bond Strategies and ETF Trends

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Podcasts

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Discovering your Greatest Tool

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A New Framework for Fee-Based Annuities with David Lau

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Bogart Wealth Uses Education to Develop a New Generation of Advisors

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Economy & Markets

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11 Top New York City Restaurants to Book in 2025
11 Top New York City Restaurants to Book in 2025
JPMorgan, BofA and Wells Fargo Sued Over Alleged Zelle Fraud
JPMorgan, BofA and Wells Fargo Sued Over Alleged Zelle Fraud
What Really Gets Shut Down When Government Spending Stops
What Really Gets Shut Down When Government Spending Stops
BofA Strategist Sees Shaky Market Sentiment as Fed Pivots
BofA Strategist Sees Shaky Market Sentiment as Fed Pivots

Portfolio Construction

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BofA Strategist Sees Shaky Market Sentiment as Fed Pivots
BofA Strategist Sees Shaky Market Sentiment as Fed Pivots
InvestCloud Rolls Out ‘Game-Changing’ Account Offering
InvestCloud Rolls Out ‘Game-Changing’ Account Offering
Edward Jones, Cambridge and Osaic to Pay Clients $8.2M Over Excess Fees
Edward Jones, Cambridge and Osaic to Pay Clients $8.2M Over Excess Fees
The 401(k) Savings of 5 Different Age Groups
The 401(k) Savings of 5 Different Age Groups

Asset Managers

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Schwab Buys Orlando Office Park
Schwab Buys Orlando Office Park
LPL Agrees to Purge Data From Recruited Ameriprise Advisors
LPL Agrees to Purge Data From Recruited Ameriprise Advisors
Vanguard to Launch New Advice and Wealth Unit
Vanguard to Launch New Advice and Wealth Unit
Fidelity to Switch Advisor Custody Accounts to FCASH as Only Core Sweep Option
Fidelity to Switch Advisor Custody Accounts to FCASH as Only Core Sweep Option

Investment VIPs

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Liz Ann Sonders: 'Froth' Is a Lousy Market Indicator
Liz Ann Sonders: 'Froth' Is a Lousy Market Indicator
Jeremy Grantham’s GMO Goes Mainstream With ETF and Mega-Cap Bets
Jeremy Grantham’s GMO Goes Mainstream With ETF and Mega-Cap Bets
World’s Biggest Solo Stock-Picker Is Having Best Year Since 1991
World’s Biggest Solo Stock-Picker Is Having Best Year Since 1991
Bob Doll Sees Stock Pullback in Early 2025
Bob Doll Sees Stock Pullback in Early 2025

ETFs

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UConn’s Endowment Abandons Hedge Funds for New Kind of ETF
UConn’s Endowment Abandons Hedge Funds for New Kind of ETF
Mutual Fund Conversions Hit Record in ETF Industry’s Epic Year
Mutual Fund Conversions Hit Record in ETF Industry’s Epic Year
What's Next for the Markets in 2025? Tune In Dec. 18
What's Next for the Markets in 2025? Tune In Dec. 18
Jeremy Grantham’s GMO Goes Mainstream With ETF and Mega-Cap Bets
Jeremy Grantham’s GMO Goes Mainstream With ETF and Mega-Cap Bets

Mutual Funds

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Edward Jones, Cambridge and Osaic to Pay Clients $8.2M Over Excess Fees
Edward Jones, Cambridge and Osaic to Pay Clients $8.2M Over Excess Fees
E-Trade Plans Zero-Cost Funds That Only Platform Clients Can Buy
E-Trade Plans Zero-Cost Funds That Only Platform Clients Can Buy
Vanguard Shuffling Stock and Bond Allocations in Balanced STAR Fund
Vanguard Shuffling Stock and Bond Allocations in Balanced STAR Fund
Morningstar's Rekenthaler Retires; Praises 'Miracle' of Stocks
Morningstar's Rekenthaler Retires; Praises 'Miracle' of Stocks

Alternative Investments

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Schwab Buys Orlando Office Park
Schwab Buys Orlando Office Park
InvestCloud Rolls Out ‘Game-Changing’ Account Offering
InvestCloud Rolls Out ‘Game-Changing’ Account Offering
Blackstone’s Wealth Boss Targets $1T in Assets
Blackstone’s Wealth Boss Targets $1T in Assets
Top 10 Cities Where Boomers Are Moving: 2024
Top 10 Cities Where Boomers Are Moving: 2024