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Model Portfolios

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  1. Anatomy of a No-Brainer

    Scott Simon of Prudent Investor Advisors argues the case for plan sponsors hiring a 3(38) fiduciary.

  2. Will Last Year’s Winners Be This Year’s Losers?

    Our picks from the ideas of some of the best investment minds around.

  3. An Aggressive Tax-Efficient Portfolio for Retirees

    Here is a model portfolio for younger retirees, pre-retirees, or those with other income sources.

  4. Strategic Income Portfolio Quarterly Update

    We look at the past three months and make some portfolio adjustments.

  5. Selecting a Benchmark for ETF Managed Portfolios

    It's time to move beyond the S&P 500 Index. 

  6. European Banks Aren't as Healthy as Investors Think

    Regulators and investors continue to focus on regulatory capital ratios rather than unweighted leverage ratios.

  7. Diving Deeper Into the Strategic Income Portfolio

    We take a closer look at the funds in our model portfolio of closed-end funds.

  8. A Moderate Model Portfolio for Retirees

    This group of funds offers a balance of total return and stability.

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