Portfolio Strategy

How to Use Benchmarks to Measure Portfolio Performance April 2, 2019 4:00 AM   |  

Investors can use benchmarks to help gauge how their portfolios are performing. Find an appropriate benchmark to compare to your portfolio and keep your investing goals in mind.

5 min read  |  Investment Guidance
Tax-Aware Mind-Set: Seeking a Strategic Portfolio Balance March 4, 2019 4:00 AM   |  

Looking for a diversified portfolio that’s also tax efficient? Learn how the one-two punch of tax-free debt securities and tax-loss harvesting can help you pursue your goals.

5 min read  |  Portfolio Strategy
Psychology: Making Smart Decisions with Your Stock Compensation March 1, 2019 4:00 AM   |  

When making decisions about your equity compensation, remember that the brain can work against you. Here are a few potential pitfalls to avoid. If in doubt, consider reaching out to a financial professional.

5 min read  |  Stocks & Stock Sectors
Aiming for a Diversified Portfolio: Investing in Mutual Funds February 22, 2019 4:00 AM   |  

If you’re looking for diversification in your portfolio, mutual funds can help you toward your goals. But the array of choices can be dizzying.

3 min read  |  ETFs & Mutual Funds
Life Happens: Retirement Planning for the Unexpected February 11, 2019 4:00 AM   |  

Unexpected events can get in the way as you prepare for and enter retirement. Here are some tips on how to try and mitigate their potential impact.

5 min read  |  Retirement Planning
Beyond Margin Basics: Ways Investors & Traders May Apply Margin January 16, 2019 4:00 AM   |  

Once you’ve mastered the basics of margin trading, you might want to learn how different trader and investor types use it. It can depend on your objectives, risk tolerance, and the products you trade.

8 min read  |  Margin
Grow Your Retirement Savings to Keep Up With Inflation November 26, 2018 4:00 AM   |  

Here’s why you need to keep your retirement money growing even when you’re already using it (hint: inflation and longevity).

7 min read  |  Retirement Planning
Investing Close to Home: The Basics of Municipal Bonds October 15, 2018 4:00 AM   |  

What are tax-free muni bonds? Learn the unique benefits and risks of this debt-security investment vehicle.

5 min read  |  Bonds & Fixed Income
Money Smart: What Are Separately Managed Accounts? October 4, 2018 4:00 AM   |  

What are separately managed accounts (SMAs), and how do they work for investors?

5 min read  |  Investment Guidance
Beyond Stocks & Bonds: Exploring Alternative Investments September 21, 2018 4:00 AM   |  

Beyond the world of stocks and bonds lies another category of assets: alternative investments. Learn about the alternative investment market and the types of “alts” that may be available to retail investors.

5 min read  |  Portfolio Strategy
Want To Boost Your Retirement Income? Consider Dividend Stocks September 5, 2018 4:00 AM   |  

Learn why you might want to consider dividends as a potential source of retirement income and how you can incorporate them into your retirement income plan.

4 min read  |  Portfolio Strategy
Geopolitical Risks and Your Portfolio: Navigating an Unpredictable World August 30, 2018 4:00 AM   |  

Geopolitical risks come in many forms, and can impact an investment portfolio in a number of ways. Here are a few basic points to consider.

5 min read  |  Economic Trends
Investing With Mutual Funds: How to Choose the Right One for You July 10, 2018 4:00 AM   |  

Mutual funds are one of the most popular investment choices some people use when seeking to build a diversified portfolio. Find out why and how to pick mutual funds that align with your savings goals.

5 min read  |  ETFs & Mutual Funds
Fly Solo or Financial Pro: Is an Investment Advisor Right For You? June 20, 2018 4:00 AM   |  

Some investors like to self-direct their portfolios, but for others, working with a professional money manager might make more sense. Which is for you?

5 min read  |  Investment Guidance
Crafting Your Portfolio? Consider Exchange-Traded Funds (ETFs) February 27, 2018 11:00 PM   |  

Learn how retail investors, even those with limited funds, can pursue a diversified portfolio mix using exchange-traded funds (ETFs). Investing in ETFs can provide exposure to a wide variety of markets, sectors, and asset classes.

5 min read  |  Web Platform
Balancing Portfolio Risk and Growth After You've Retired December 26, 2017 11:00 PM   |  

Feeling financially conservative at retirement age? Your golden years need not be totally devoid of growth investments.

2 min read  |  Retirement Planning
Junk Bonds: High Returns, But Are They Worth the Risk? November 26, 2017 11:00 PM   |  

Junk bonds—or high-yield bonds—can be quite risky, but may still have a place in a portfolio.

3 min read  |  Bonds & Fixed Income
Life Happens: Have You Tweaked Your Portfolio Along the Way? August 28, 2017 12:00 AM   |  

Life has a way of happening, and investors should consider life changes as a time to assess retirement portfolios and long-term goals.

3 min read  |  Portfolio Strategy
Long Time Horizon: Is It Ever OK to Ignore Your Retirement Portfolio? August 16, 2017 12:00 AM   |  

Our busy lives leave little room to monitor the stock markets regularly. There are times when we can just ignore our retirement portfolios—for a little while.

3 min read  |  Portfolio Management
Differing Views: When Partners Disagree on Retirement Investing June 8, 2017 12:00 AM   |  

When spouses have different investing styles, retirement planning can take some compromises from both sides.

4 min read  |  Retirement Planning
Drawing It Down: Taming Dynamic Retirement Withdrawals January 24, 2017 11:00 PM   |  

Is a dynamic approach to retirement fund drawdowns right for you? Go beyond the 4% rule and explore other strategies.

3 min read  |  Plan Distributions
Take that Paycheck and Stash It: How to Save a Raise April 11, 2016 12:00 AM   |  

What if you get a pay hike? Use it to go down a better path for the future and stash it away. Here’s how.

4 min read  |  Savings Goals
Retirement Funds Sparse? Start Catching Up Late in the Race March 30, 2016 12:00 AM   |  

Even those approaching retirement without adequate funds can find ways to catch up and have a successful life after work.

3 min read  |  Retirement Planning
Trading in Retirement: To Be Feared or Revered? March 18, 2015 4:00 AM   |  

If you choose to use trading as a source of retirement income, it’s important to keep in mind the risks that come along with the potential rewards.

3 min read  |  Portfolio Management
Margin Momentum ... Or Mayhem November 24, 2014 7:00 PM   |  

The U.S. stock market’s march to record highs has been accompanied by surging margin debt, a potential red flag for investors.

4 min read  |  Margin
Index Annuities Myth Buster October 31, 2013 8:00 PM   |  

Index annuities popularity is on the rise and that’s a little scary. Put in your due diligence before you jump in.

6 min read  |  Annuities
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