Note: This article is part of Morningstar's Nov. 2016 Year-End Tax-Planning Guide special report. A version of this article appeared Aug. 4, 2016. It's a fact of life: Many investors begin putting ...

For many years, advisors have relied upon a conventional 60/40 stock/bond mix for client portfolios. Stocks would provide the desired growth while (hopefully) protecting against inflation, and bonds ...

Building a truly efficient portfolio involves a lot more than a plotted dot on a risk-return graph, said David Blanchett, a managing director and head of retirement research at PGIM DC Solutions.

Investing can often feel like navigating a maze of endless options and ever-shifting market conditions. This is where the Modern Portfolio Theory (MPT) comes in, offering a roadmap for making smarter ...

If asked to list the desirable properties for an investment portfolio, most investors would place diversification and cost at the top of the list--likely in that order. While the word “cost” can apply ...

The primary reason for the dramatic rise in Bitcoin has been it being increasing used in portfolios of investors who previously avoided it. Modern Portfolio Theory shows that the most efficient ...

In the intricate tapestry of the stock market, savvy investors often latch on to the golden threads of tax-efficient dividend stocks, effectively weaving through the fabric of the January effect.

Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. How might you go about building an efficient portfolio to save for retirement? Well ...

Deploying tax-efficient strategies within an investment portfolio is one of the most critical roles of a financial advisor, especially because many investment managers focus on pretax investment ...

When I sit down with ultra-high-net-worth families, the first questions are usually familiar ones: How’s the portfolio allocated? Where’s the exposure to private markets? What’s the outlook for real ...

The number of model portfolios designed to maximize aftertax returns is growing quickly. At the end of 2021, there were more than 275 models reported to Morningstar that list tax management as an ...