Kent Treat discusses how IT professionals appreciate an analytical approach and are receptive to the conceptual elements of active investment management, especially the rules-based, quantitative nature of managed strategies.

When clients let a risk-managed portfolio strategy work over time, says Stephen Ambrosini, the magic and mathematics of compounding become evident.

Relying on 30-year-old asset-allocation models makes little sense in today’s investment environment.

Can lessons learned from our canine friends provide a better understanding of the characteristics of effective portfolio diversification?

Financial advisors greeted 2016 in a relatively upbeat mood—what are they thinking about now?

Timothy Lay believes that showing patience, respect, confidence, and transparency is critical to guiding clients through the process of helping to improve their financial outcomes.

Karen DeRose works to translate a client’s wants, needs, and values into a plan that builds and preserves their wealth over their lifetime.

Building an efficient frontier counts on our ability to credibly predict asset-class returns. Is this realistic?