Portfolio

Investment news and market analysis on mutual funds, ETFs, stocks and alternative investments and tips on strategies needed to construct successful portfolios.

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Culture Impacts Service! The United Planners Difference

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The Empathy Advantage: How Behavioral Finance is Reshaping Planning Conversations

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Planning With Purpose: Trends in Guiding Clients for Values-Based Giving

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Podcasts

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When Advice Matters the Most With Andrew Crowell

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Getting Social Security Claiming Right With Joe Elsasser

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Prudential Advisors Wants Advisors to Focus on Clients’ Diversity

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Economy & Markets

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The End of the Easy Stock Bet Has Been Good to Contrarians
The End of the Easy Stock Bet Has Been Good to Contrarians
Jamie Dimon: Crack in the Bond Market Is ‘Going to Happen’
Jamie Dimon: Crack in the Bond Market Is ‘Going to Happen’
3 Keys to Taking Advantage of 529s
3 Keys to Taking Advantage of 529s
Best Retail Banks for Advice Seekers: J.D. Power, 2025
Best Retail Banks for Advice Seekers: J.D. Power, 2025

Portfolio Construction

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The End of the Easy Stock Bet Has Been Good to Contrarians
The End of the Easy Stock Bet Has Been Good to Contrarians
'A Mortgage for Your 401(k)': Advisors See Peril, and Promise, in New Offering
'A Mortgage for Your 401(k)': Advisors See Peril, and Promise, in New Offering
10 Stocks Top Fund Managers Are Buying: Morningstar
10 Stocks Top Fund Managers Are Buying: Morningstar
Man Who Fled FBI on Sea Scooter Pleads Guilty in $35M Ponzi Scheme
Man Who Fled FBI on Sea Scooter Pleads Guilty in $35M Ponzi Scheme

Asset Managers

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Merrill Picks Up 6 Advisors From Rival Wirehouses
Merrill Picks Up 6 Advisors From Rival Wirehouses
Cantor Fitzgerald Agrees to Buy UBS Hedge Fund Unit
Cantor Fitzgerald Agrees to Buy UBS Hedge Fund Unit
Annuity Provider Finds an Advisor-Client Gap
Annuity Provider Finds an Advisor-Client Gap
Morningstar Will Now Call Out Lackluster Private Investments
Morningstar Will Now Call Out Lackluster Private Investments

Investment VIPs

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Buffett to Skip Stage at 2026 Annual Meeting: Report
Buffett to Skip Stage at 2026 Annual Meeting: Report
Optimism Is Back as Stocks Rally on China Tariff Deal
Optimism Is Back as Stocks Rally on China Tariff Deal
Buffett Hands Successor a Giant Cash Pile and Many Questions
Buffett Hands Successor a Giant Cash Pile and Many Questions
Warren Buffett to Step Down Following Six-Decade Run Atop Berkshire
Warren Buffett to Step Down Following Six-Decade Run Atop Berkshire

ETFs

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Jamie Dimon: Crack in the Bond Market Is ‘Going to Happen’
Jamie Dimon: Crack in the Bond Market Is ‘Going to Happen’
Vanguard Launches Two Muni Bond Index ETFs
Vanguard Launches Two Muni Bond Index ETFs
9 Predictions for ETFs in 2025 and Beyond
9 Predictions for ETFs in 2025 and Beyond
Optimism Is Back as Stocks Rally on China Tariff Deal
Optimism Is Back as Stocks Rally on China Tariff Deal

Mutual Funds

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Vanguard Launches Two Muni Bond Index ETFs
Vanguard Launches Two Muni Bond Index ETFs
BlackRock Adds to AI-Stocks Bet in $160B Model Portfolios
BlackRock Adds to AI-Stocks Bet in $160B Model Portfolios
Judge Rejects $40M Class-Action Settlement in Vanguard Target-Date Selloff Case
Judge Rejects $40M Class-Action Settlement in Vanguard Target-Date Selloff Case
Vanguard to Launch 3 U.S. Government Bond ETFs
Vanguard to Launch 3 U.S. Government Bond ETFs

Alternative Investments

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10 U.S. Cities With the Most Millionaires: 2025
10 U.S. Cities With the Most Millionaires: 2025
Cantor Fitzgerald Agrees to Buy UBS Hedge Fund Unit
Cantor Fitzgerald Agrees to Buy UBS Hedge Fund Unit
10 Most Affordable U.S. Cities to Buy a Home: 2025
10 Most Affordable U.S. Cities to Buy a Home: 2025
New Custody Rules Signal 'Regulatory Reset' for Digital Assets: SEC Roundup
New Custody Rules Signal 'Regulatory Reset' for Digital Assets: SEC Roundup