Many advisors and investors assume that holding multiple asset classes is often enough to achieve adequate diversification.This basic view of diversification can leave portfolios at risk at the worst possible times, during major corrections

When the markets and economy are good, it is easy for investors and financial professionals to forget that things can go south – and often do. The reality: bear markets (a 20 percent or

Passive, set-it-and-forget-it portfolio management often fails because investors don’t have the discipline and emotional where-with-all to stay invested when markets decline. They often miss out on the recoveries that can happen quickly after a

Many client investment portfolios have been built around a traditional buy-and-hold 60 percent stock and 40 percent bond mix. That allocation served as the industry’s comfort zone for decades. However, recent markets exposed its