By managing assets holistically, TPA shifts the investment focus from compliance with targets to optimization of outcomes.

Bank of America predicts the classic 60/40 stock-bond portfolio mix will deliver dismal returns for investors over the next ...

Most investment portfolios are designed with growth as the primary objective. But in retirement, especially when considering long-term care needs, your portfolio must serve multiple masters. After ...

What is an investment portfolio? Why is the science of investing important? How can I mitigate emotional influences when investing? What should I consider when choosing an investment advisor? Are ...

Thomas Ruggie, ChFC®, CFP®, explains why thoughtfully selected alternative investments can strengthen a portfolio beyond the ...

Investors need investment objectives to provide a clear direction for their portfolios. These objectives can help align their investments with specific financial goals, risk tolerance and time ...

Cash is an important part of a diversified investment portfolio. While not a primary driver of long-term growth, it can serve as a safety net for unexpected expenses and potential market downturns.

Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that doesn’t necessarily mean it’s the right amount for every investor. Even ...

Exchange-traded fund providers have flooded the market with all sorts of novel assets and strategies: single-stock ETFs, leveraged and inverse ETFs, and even spot bitcoin ETFs can be accessed through ...

Though President Donald Trump’s tariff agenda has been a point of contention, most agree that the new policies have introduced uncertainty into the global economy. Even with the 90-day pause in ...

At 75, investors typically focus on preserving wealth, managing withdrawals and covering healthcare costs rather than seeking high-risk growth. Stability becomes a priority to help maintain a reliable ...