Portfolio Construction

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Helping Americans’ Retirement Plans Recover From COVID

Many Americans say it will take two or three years to repair pandemic damage to their retirement savings.

How Masayoshi Son’s ‘Money Guy’ went from hero to zero

In 2020, SoftBank Group Corp.’s Masayoshi Son visited Indonesia, offering to invest billions of dollars toward the development of a new capital city.

Portfolio Construction

Many young workers opting for target date retirement funds

Young people hired at the University of Pittsburgh are automatically enrolled in a retirement savings plan, but most fail to pick any investments.

Portfolio Construction

Treating Cash Value As A Fixed-Income Investment Choice

Long-term investors may find that the long-term net returns on cash value accumulation within a whole life policy may be competitive with the fixed-income returns a household could otherwise obtain from traditional bond investments.

Portfolio Construction

Scouring the Globe in Search of Inflation Defense

Advisors have plenty of tools to deploy when it comes to guarding client portfolios against the ravages of inflation. They ought not to sleep on emerging markets as a way of accomplishing that objective.

Portfolio Construction

Financial Planning For Young Adults: Active Vs. Passive Investing

The debate between active vs. passive investing is often framed within the context of which is better. But advocating one approach over the other isn’t necessarily helpful for new investors.