When clients ask how their portfolios are performing, advisors have a dizzying number of ways to answer. Over a five-year period. Over 30 years. Compared to a certain sample portfolio. Processing ...

Is the 60/40 portfolio still relevant? How to construct a 60/40 portfolio with ETFs? Marco Santanché, a former Credit Suisse quant strategist and author of a monthly research series Quant Evolution, ...

A simple method of predicting future traditional IRA balances will aid an investor in required minimum distribution (RMD) planning. It is possible to predict future required minimum distributions with ...

This year, the stock market is teaching new investors an important lesson, with many sectors losing value. Instead of hoping for the next big run-up, I will show you a diversified portfolio example ...