One of the biggest challenges for new advisors is determining how they’re going to invest their clients’ money. And while picking investments for one client isn’t that hard, picking investments for ...

You can build a couch-potato portfolio in three simple ways—using index mutual funds, index ETFs, or asset-allocation ETFs. But before we dive into these further, an important note. The following ...

Susan Dziubinski: You and your colleagues surveyed 30 asset managers about what they plan to add to their model portfolios in the next few years. What was the most popular response? Jason Kephart: ...

The 2020 market crash gives a rare opportunity for dividend investors to build a high-dividend portfolio. In normal markets, it’d be dangerous to seek an average yield of 6%. But that’s not the case ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

Credit exposure can drive real growth when managed well. It opens income opportunities and helps diversify portfolios. But ...

Understand how to build a portfolio to protect your savings and manage the effects of rising inflation effectively.