Exchange-traded funds make it easy to diversify a portfolio and are often easier for investors to buy than their mutual fund counterparts. That’s because they’re traded on an exchange and don’t have ...

Just as governments around the world have spent the past year racing to get the coronavirus pandemic under control, we should be racing to contend with a similarly harmful global event: the threat of ...

For a financial services company, for example, we found that success in implementing the portfolio was significantly dependent upon two business units’ commitment to meeting the scale targets they had ...

A diversified portfolio can help you manage risk and achieve long-term financial goals by spreading investments across different asset classes. Your diversification strategy will depend on your ...

Modern portfolio theory dictates that investors should own a variety of unrelated asset types. Pfizer, a top-shelf pharma stock, has attributes that could allow it to serve a variety of roles. However ...

Unless you've got a massive inheritance coming your way, you'll probably be funding your retirement with a combination of Social Security and a nest egg of savings. But for most people, getting to ...

Preferred stock exists somewhere in the middle between equity and debt. It has some of the disadvantages of both, with very little of the upside. Preferred stock funds have not performed as well as ...

Model portfolios can be powerful tools -- leveraging research, market insights, and years of experience, these asset manager-crafted offerings save time for advisors to focus on clients. But how ...