Portfolio Construction

Know what a balanced investment portfolio is and how to achieve it. Learn to include the proper mix of investments based on your risk tolerance and financial goals.

Financial Advisor Guide
Continuing Education
Financial Advisor Careers
Financial Planning
Portfolio Construction
Practice Management

Pay Attention to Your Fund’s Expense Ratio

Investors should pay attention to expense ratios: even small differences in fees can have a significant impact on your investment over time.

80-20 Rule
Rule of 70 Definition
Churn Rate Definition

Advisors: How Do Edward Jones and Merrill Lynch Compare?
Types of rebalancing strategies
How Is Asset Turnover Calculated?
4 Basic Pointers When Investing Other People's Money
Inside ETFs 2019: More Access, Lower Fees
Investment Portfolio Strategy in a Recession
What Is Your Client's Willingness and Ability to Take Risk?
Are Smart Beta ETFs Active, Passive or Both?
Joint Tenants With Right of Survivorship (JTWROS)
Impact ETFs Offer Advisors New ESG Opportunities
Changing the Definition of Risk in Retirement Planning
Asset Allocation
Investment Objective Definition
How Much Should Clients Allocate to Impact Investing?
The Step by Step Portfolio Planning Process
Rebalancing
The Best Portfolio Balance
Advisor Account
How Life Insurance Can Help With Cash Accumulation
Asset Allocation vs. Security Selection: What's the Difference?
A Guide to Core-Satellite Investing
What is a wrap account and what are the advantages of using one?
Modern Portfolio Theory: Why It's Still Hip
ESG, SRI, and Impact Investing: What's the Difference?
Risk Tolerance Defined
Why Market Correlation Matters
Why a 60/40 Portfolio Is No Longer Good Enough
7 Simple Strategies for Growing Your Portfolio
How do investment advisors calculate how much diversification their portfolios need?
An Introduction to Managed Futures
Example of Applying Modern Portfolio Theory (MPS)
Introduction To Inflation-Protected Securities
How Financial Advisors Pick Client Investments
Optimized Portfolio As Listed Securities (OPALS)
Active Versus Residual Risk: Know the Difference
Explaining Rising Interest Rates and Real Estate to Clients
Create Your Own US Equity Portfolio
Tailoring Your Investment Plan
Is there a positive correlation between risk and return?
Advisors: Don’t Let Clients Chase ETF Returns
Top 4 Safest Investments for a Boomer's Portfolio
A New Approach To Investing
Reframing Fixed Income
Facing Volatility in 2019
Putting Market Events In Context
Smoothing the Ride
Cross-Border Portfolio Risks
Navigating Rising Rates
Managing Through Volatility
Permanent Portfolio
Dedicated Portfolio
Alpha Generator Definition
Cluster Analysis
Granular Portfolio
Safety-First Rule
Divorce and New Social Security Rules: What to Know
A Guide to Security Selection
How Capital Gains Tax Works on Pension Funds
10 Ways to Effectively Save for the Future
The Importance of a Client's Risk Assessment

Portfolio Construction

Know what a balanced investment portfolio is and how to achieve it. Learn to include the proper mix of investments based on your risk tolerance and financial goals.

Pay Attention to Your Fund’s Expense Ratio

80-20 Rule

Rule of 70 Definition

Churn Rate Definition

Advisors: How Do Edward Jones and Merrill Lynch Compare?

Types of rebalancing strategies

How Is Asset Turnover Calculated?

4 Basic Pointers When Investing Other People's Money

Inside ETFs 2019: More Access, Lower Fees

Investment Portfolio Strategy in a Recession

What Is Your Client's Willingness and Ability to Take Risk?

Are Smart Beta ETFs Active, Passive or Both?

Joint Tenants With Right of Survivorship (JTWROS)

Impact ETFs Offer Advisors New ESG Opportunities

Changing the Definition of Risk in Retirement Planning

Asset Allocation

Investment Objective Definition

How Much Should Clients Allocate to Impact Investing?

The Step by Step Portfolio Planning Process

Rebalancing

The Best Portfolio Balance

Advisor Account

How Life Insurance Can Help With Cash Accumulation

Asset Allocation vs. Security Selection: What's the Difference?

A Guide to Core-Satellite Investing

What is a wrap account and what are the advantages of using one?

Modern Portfolio Theory: Why It's Still Hip

ESG, SRI, and Impact Investing: What's the Difference?

Risk Tolerance Defined

Why Market Correlation Matters

Why a 60/40 Portfolio Is No Longer Good Enough

7 Simple Strategies for Growing Your Portfolio

How do investment advisors calculate how much diversification their portfolios need?

An Introduction to Managed Futures

Example of Applying Modern Portfolio Theory (MPS)

Introduction To Inflation-Protected Securities

How Financial Advisors Pick Client Investments

Optimized Portfolio As Listed Securities (OPALS)

Active Versus Residual Risk: Know the Difference

Explaining Rising Interest Rates and Real Estate to Clients

Create Your Own US Equity Portfolio

Tailoring Your Investment Plan

Is there a positive correlation between risk and return?

Advisors: Don’t Let Clients Chase ETF Returns

Top 4 Safest Investments for a Boomer's Portfolio

A New Approach To Investing

Reframing Fixed Income

Facing Volatility in 2019

Putting Market Events In Context

Smoothing the Ride

Cross-Border Portfolio Risks

Navigating Rising Rates

Managing Through Volatility

Permanent Portfolio

Dedicated Portfolio

Alpha Generator Definition

Cluster Analysis

Granular Portfolio

Safety-First Rule

Divorce and New Social Security Rules: What to Know

A Guide to Security Selection

How Capital Gains Tax Works on Pension Funds

10 Ways to Effectively Save for the Future

The Importance of a Client's Risk Assessment