Portfolio Maintenance

The diversification benefits are modest, but the additional risks are not.

Broader asset class exposure doesn’t always pay off.

And how to avoid ‘backyard bias.’

Recent diversification and performance benefits of non-US stocks have been muted, but that trend may not persist.

The bond rout in 2022 upended notions about correlations, but high-quality bonds and cash have been solid diversifiers over longer stretches.

While Nvidia has become the shiniest object in the market, advisors may consider exploring diversification opportunities with clients.

Here’s how some key asset classes fare as portfolio diversifiers and what that means for building your portfolio.

‘Stocks for the long run’ at your own peril.

Don’t let these oversights thwart your portfolio’s performance this year.

Conversation starters for advisors and clients about the markets, inflation, and diversification.

If it’s been a while since you looked at your portfolio weightings, it might be time to adjust.

For some investors, tweaking your portfolio’s stock and bond mix is just the beginning.

Why the outlook for the 60/40 portfolio isn’t as bleak as some claim.

Investors face a choice: the comfortable path or the diversified one.

The right retirement asset allocation can help enlarge your lifetime withdrawals.