Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Model portfolios have gained traction with financial advisors, and asset managers have flooded the marketplace with options. Given their ...

I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

To begin investing like Buffett with $500, an individual should find 10 stocks they believe have a competitive advantage and ...

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 ...

The Dividend Income Accelerator Portfolio aims to generate sustainable income and strong risk-adjusted returns through broad diversification and a blend of dividend income and growth. Recent additions ...