Articles

In seeking the optimal investment return at the level of risk they’re willing to take, investors can use the Efficient Frontier model, Steve Giles says, to help find an appropriate mix of assets to consider. MONEY TALK VIDEO

In a Money Talk Video, Kyle Tetting introduces some of the statistical tools used to help measure risk and return.

Modern Portfolio Theory aims at balancing asset allocations to optimize investment return at a given level of risk. It’s a prize-winning approach to investment management, as Kyle Tetting explains in a MONEY TALK VIDEO. […]

By Dave Sandstrom Investors who fled stocks after the financial crisis or simply decided to pull out on the day they retired are now seeing firsthand why being too conservative can be costly. The last 30 years in the bond market have produced reliable returns, so this concept of leaning too heavily on bonds is not as well known. […]

By Arthur S. Rothschild I got a call from a client who has a balanced portfolio – half stocks and half bonds, and he knows that interest rates are going to go up at some point. His question was what should he be doing differently? It’s a question I’m hearing a lot lately. The answer requires an understanding of the purpose of each part of your portfolio as well as reasonable expectations. […]

By Joel Dresang Federal authorities have reported a spike in cases of investors losing money through compromised email accounts. A joint alert from the FBI, the Financial Services Information Sharing and Analysis Center and the Internet Crime Complaint Center says criminals attempted to transfer $23 million in total from investor accounts at various financial institutions…