Viewpoints about portfolio construction
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A closer look at Morningstar's new core and core plus categories
Morningstar recently changed how it classifies intermediate-term bond funds, essentially splitting the category in two. Watch this video to learn more about the implications for investors.
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Building a better 401(k) plan investment lineup
See our six considerations to reduce plan sponsor fiduciary risk, raise participant retirement readiness, and build a better 401(k) plan investment lineup.
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Why blending active and passive strategies is right for investors
Active/passive isn't an either/or. Learn how investors can benefit by combining both approaches in the same portfolio.
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Understanding strategic beta
While the category may feel relatively new, the concepts driving this most contemporary of investment approaches have roots that are decades old.
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How do the new Morningstar bond categories affect you?
Morningstar's new bond categories represent a major change for fixed-income investors. We discuss the change and how advisors are positioning clients today.
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Incorporating ETFs into your portfolio
How do advisors use ETFs? We take a look at the most common strategies and offer some asset allocation insight.
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Sector investing with ETFs
You can use sector ETFs to pursue a variety of objectives. We outline three common goals for investors to consider.
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ETF structure trumps ETF cost—what advisors need to know
The key to ETF due diligence is to shift the focus from cost to structure. We outline a series of questions to ask about what's under the hood of any ETF.
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Adding ETFs to your mutual fund business
For advisors who may be wary of ETFs, we outline reasons why they’re worth a second look—particularly the latest generation of multifactor ETFs.
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6 reasons why you should consider investing in a 529 college savings plan
529 plans offer a wealth of benefits, including tax-free distributions to pay for educational expenses. Here are 6 of the top reasons to consider opening one today.
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