It has been a recently tough stretch for traditional asset allocation strategies. Both stocks and bonds plunged sharply to the downside since late 2021. The economic and market environment is ...

In our previous report, we discussed how practitioners typically measure investment risk. We also noted how there are ways to reduce risks in a portfolio, such as ‘diversification,’ which can help ...

Closed-end funds have grown out of favor this year due to rising rates. A majority of CEFs use leverage to magnify their returns. Passive closed-end fund ETFs offer the benefits of diversification.

The benefits of diversification have been known for over half a century. In the early 1950s, Harry Markowitz demonstrated that there exists an “optimal” portfolio which has the highest investment ...

Since early 2022, U.S. equities have experienced negative monthly returns in 17 separate months. Bonds declined in all but three of them. This pattern has led many investors and advisors to question ...

Long-term investors often encourage three guiding principles: remain invested throughout the various stages of the economic cycle, contribute systematically to one's portfolio and be adequately ...

Just as investors diversify across stocks, bonds and real estate to reduce volatility, tax diversification spreads exposure ...

NEW YORK, NEW YORK - AUGUST 05: Traders work on the floor of the New York Stock Exchange (NYSE) on August 05, 2024, in New York City. The Dow fell over 1000 points in morning trading as global stocks ...