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Portfolio Maintenance
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What Can Private Funds Offer You?
The diversification benefits are modest, but the additional risks are not.
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Why Simpler Has Been Better for Portfolio Diversification
Broader asset class exposure doesn’t always pay off.
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How to Set the International Allocation in Your Portfolio
And how to avoid ‘backyard bias.’
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Where International Diversification Works—And Where It Falls Short
Recent diversification and performance benefits of non-US stocks have been muted, but that trend may not persist.
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Which Bonds Provide the Biggest Diversification Benefit?
The bond rout in 2022 upended notions about correlations, but high-quality bonds and cash have been solid diversifiers over longer stretches.
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Navigating Nvidia: Talking With Clients About the Elephant in the Room
While Nvidia has become the shiniest object in the market, advisors may consider exploring diversification opportunities with clients.
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Top 10 Things to Know About Building a Diversified Portfolio
Here’s how some key asset classes fare as portfolio diversifiers and what that means for building your portfolio.
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Should Long-Term Investors Be 100% in Equities?
‘Stocks for the long run’ at your own peril.
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3 Mistakes to Avoid With Your Investment Portfolio in 2024
Don’t let these oversights thwart your portfolio’s performance this year.
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8 Charts That Matter to Investors Right Now
Conversation starters for advisors and clients about the markets, inflation, and diversification.
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You Probably Need to Rebalance
If it’s been a while since you looked at your portfolio weightings, it might be time to adjust.
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How to Rebalance Your Investment Portfolio Before 2024
For some investors, tweaking your portfolio’s stock and bond mix is just the beginning.
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Is the 60/40 Portfolio a Good Investment Now?
Why the outlook for the 60/40 portfolio isn’t as bleak as some claim.
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It’s Too Soon to Say the Value Premium Is Dead
Investors face a choice: the comfortable path or the diversified one.
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Why Retirees Need a Balanced Portfolio
The right retirement asset allocation can help enlarge your lifetime withdrawals.