Retirees should consider both income and capital preservation in their portfolios. My recommended portfolio is designed to minimize volatility and maximize total return. The recommended portfolio for ...

BlackRock is steering $185 billion worth of model portfolios deeper into US stocks and artificial intelligence. The decision ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

You won’t earn any tax breaks when investing in a taxable (nonretirement) account: no deduction on your contributions, no tax-deferred compounding, no tax-free withdrawals. So why bother? Maximum ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

Brookfield is evolving into an investment-led insurer, using annuity and pension float as a permanent engine for growth. Read ...

Ford hasn't been delivering the income and growth I had hoped. I'm evaluating other investment options to replace Ford, like Healthpeak Properties. The healthcare REIT pays a high-yielding monthly ...

I tend to focus on large companies, but recognize that I may be missing out on growth. I bought a small, rapidly expanding REIT, managed by a well-seasoned team. Growth has since stalled, and now I'm ...

It’s important to find a way to manage your emotions to prevent them from damaging your financial and personal future.” ...

That was one of the pieces of feedback from my recent article about short- and intermediate-term portfolios, which mainly leaned on Fidelity funds for their fixed-income holdings. But Vanguard also ...