Model portfolios have continued their growth trajectory within the US wealth management space, with assets climbing to $6.6 trillion in the second quarter of 2024, according to Broadridge's latest ...

When building an investment portfolio, one of the most important decisions is how to balance real assets and financial assets. Each plays a distinct role: Financial assets like stocks and bonds offer ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration’s tariff policies sent many stock market indexes into ...

Conventional portfolios may face significant drawdowns for a long period, given signs of adverse financial conditions ahead. An unconventional approach to preserve and modestly grow real purchasing ...

Long time readers of mine might remember the longest piece I've ever written for Seeking Alpha, at some eight-thousand words, woefully titled Building A Better Portfolio With Capital Efficient Funds, ...

A first-quarter 2025 “Model Portfolio Trend” report compiled by fintech firm Broadridge Financial Solutions confirms that financial advisors have increasingly gravitated to model portfolios. The ...

Angelica Leicht is the senior editor for the Managing Your Money section for CBSNews.com, where she writes and edits articles on a range of personal finance topics. Angelica previously held editing ...