What should advisors know about this evolving strategy? Our inaugural Custom Model Portfolio Landscape report dives into the growing custom model portfolio industry. Discover Morningstar’s top ...

Included along the way are specific hints. The basic model developed in your class allows a client (or user) to select different assets within a portfolio and determine what proportion to hold in each ...

This and many other reasons are why model portfolios are gaining traction, with advisors seeking structured investment solutions using various portfolio allocation models. Advisors now face the ...

The model portfolio focuses on capital appreciation using investment-grade stocks, aiming to outperform the S&P 500 Index. Recent volatility has created opportunities to buy at a value.

Yahoo Finance's Carrie Hannon is here now with more on Fink's proposed portfolio model. Now he's Carrie, we should say he's not the first guy. I've seen sort of an increasing drum beat of this ...

WisdomTree Model Portfolio information is designed to be used by financial advisors solely as an educational resource, along with other potential resources advisors may consider, in providing ...

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Include fixed-income assets like bonds to lower volatility and reduce risk in your portfolio. Add real estate through REITs to potentially increase returns and further reduce portfolio volatility.

Bodie, Zvi, Robert C. Merton, and William Samuelson. "Labor Supply Flexibility and Portfolio Choice in a Life-Cycle Model." Journal of Economic Dynamics & Control 16, nos. 3-4 (July–October 1992): 427 ...