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Portfolio Construction Insights
Core Portfolio Construction
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What four principles do investors need to consider when it comes to core construction? Matthew Bartolini shares.
Retirement
A New Way to Calculate Retirement Health Care Costs
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
Active/Passive Management
Advisor Perspectives: The Dawn of a New Active-Equity Era
Is the market environment turning favorable for active equity managers? It seems a strange question to ask in the midst of a pandemic and heightened market volatility, but history tells us that it is during just such turbulent times that active managers excel. There is accumulating evidence that market conditions are growing more attractive for showcasing stock-picking skills.
Portfolio Construction Insights
Economy and Markets: An Ongoing Disconnect
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Capital markets have improved, but complacent investors may be overlooking still-challenging economic fundamentals.
Portfolio Construction Insights
The Challenge of Complacency
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Capital markets appear to have stabilized and improved, but complacent investors may overlook ongoing challenges.
Regulatory Education
Switching hats in a post-regulation best interest world
With the adoption of Regulation Best Interest (Reg BI), the US Securities and Exchange Commission (SEC) is imposing an enhanced standard of conduct on broker-dealers and their associated persons when making recommendations to retail customers.