Portfolio Maintenance

Set yourself up for success as the year winds down.

Will currency diversification continue to pay off?

Examining the market value of all major assets globally is a good starting point for portfolio construction.

Plus, how patient investors can find opportunities in the financial-services sector.

An investor and policymaker emphasizes the importance of alternative strategies in an uncertain macro environment.

Clients can have confidence in investment plans they understand.

Identifying problems in real-world portfolios—and how to fix them.

When the economy slows, one asset class has consistently been safer than the rest.

Non-US stocks are outperforming this year, but there are both tactical and strategic reasons to buy international equities today.

These ETFs are a one-stop shop for global diversification.

Plus, the optimal fixed-income allocation in a high interest rate environment.

Simplicity is a major selling point, but this portfolio is not always a perfect fit.

Consider these ETFs for a change of pace.

Beware of ‘faux diversifiers’ and duplicative investments.

There’s still a case for making sure your portfolio is globally diversified.

Understand the role that non-US stocks can play in your portfolio.

Will this year’s big ideas prove prescient?

Here’s what you need to know about some of the most popular retirement portfolio strategies.

Here’s how investors can sidestep these common portfolio pitfalls.

Be on the lookout for these financial advisor red flags.