For many years, advisors have relied upon a conventional 60/40 stock/bond mix for client portfolios. Stocks would provide the desired growth while (hopefully) protecting against inflation, and bonds ...

The Amplify CWP Enhanced Dividend Income ETF remains a top choice for long-term, buy-and-hold income investors seeking both yield and growth. DIVO’s dynamic option-writing strategy enables ...

Building a truly efficient portfolio involves a lot more than a plotted dot on a risk-return graph, said David Blanchett, a managing director and head of retirement research at PGIM DC Solutions.

Investing can be complicated with many moving parts, but modern portfolio theory (MPT) is a valuable tool to piece them together efficiently. If you've ever wondered how to construct a well-balanced ...

The primary reason for the dramatic rise in Bitcoin has been it being increasing used in portfolios of investors who previously avoided it. Modern Portfolio Theory shows that the most efficient ...

Investing can often feel like navigating a maze of endless options and ever-shifting market conditions. This is where the Modern Portfolio Theory (MPT) comes in, offering a roadmap for making smarter ...

Deploying tax-efficient strategies within an investment portfolio is one of the most critical roles of a financial advisor, especially because many investment managers focus on pretax investment ...

Fintech providers Vise and Advyzon are making waves in the TAMP space with separate partnerships to help advisors deliver customized portfolios at scale. Vise has teamed up with NewEdge Wealth, the ...

Cierra Murry is an expert in banking, credit cards, investing, loans, mortgages, and real estate. She is a banking consultant, loan signing agent, and arbitrator with more than 15 years of experience ...

Efficient frontier visualizes optimal portfolios by balancing returns with risk. Portfolios right of the efficient frontier yield poorer returns for higher risk. Robo-advisors use this model to ...

If you’re an investor, then you owe a word of gratitude to the late Nobel Prize laureate Harry Markowitz and his work on Modern Portfolio Theory (MPT). The development and subsequent implementation of ...