Portfolio diversity

Both are structured to last a long time — sometimes forever. But beware of one-size-fits-all approaches.

We give advice based on the intel we have, but not all clients are as up front as we are.

The side effect of index reconstitution is well documented.

More than half of the country's top housing markets are considered overvalued.

Some may be afraid to deploy cash into stocks now because they think the market will tank sooner rather than later.

The Elite Eight may be able to provide immediate diversification across more than one asset class.

“Everyone who isn’t keeping keys themselves is keeping them with Xapo,” said Ryan Radloff of CoinShares.

Short sellers tend to go against the tide, making investments based on a belief that a stock is going to tank. These 10 banks have drawn the greatest amount of short-interest activity recently.

Clients invested in bond funds may soon be in for a rude awakening. Here’s how advisors can explain the risk.

The normal mantra these days for Social Security strategy is to delay as long as possible. But some clients would be better off filing early, including those who have high debt or those who do not expect to live on their retirement benefits.