As the 12-year bull market stalls, your clients are more interested in risk modeling and management than ever. Advisors want confidence that their recommendations will hold up in turbulent markets.

Portfolio management is how you set yourself up for long-term financial success and stability. Learn how to square your own investments with your time horizon and risk tolerance. There’s no one ...

While Premium membership is no longer available for purchase, legacy Portfolio Manager is still accessible ... which are calculated as a percentage of assets under management.

The title of portfolio manager is generally a catchall term for a person or firm that's responsible for investing client assets. A more precise definition, however, depends on the type of firm.

"For example, equities and fixed income traditionally have a low correlation, so fixed income can provide a cushion during periods of economic stress ... and senior portfolio manager at Sit ...

But it’s a reminder that a diversified portfolio can help you weather storms ... Buckingham calculates. Meanwhile, under the more environmentally minded President Biden, the sector has surged ...