Vanguard has broadened its suite of model portfolios for financial advisors with the introduction of two new fixed income offerings. The Risk Diversification Tax-Aware Model and the Income Focused ...

Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

Following a recipe from a trusted chef is a great way to step up your home cooking game. It provides a set of instructions and recommended ingredients, but there’s still room to add your own flair (go ...

Unless you've got a massive inheritance coming your way, you'll probably be funding your retirement with a combination of Social Security and a nest egg of savings. But for most people, getting to ...

Wealth managers are eager to deploy model portfolios in their client accounts, thanks to models’ ready availability, transactional convenience, and the increasingly broad array of model offerings.

Reach your investment goals with these three model portfolio plans using the Kiplinger 25, our favorite no-load mutual funds.

Our Core Model was our original Income Factory model portfolio, designed initially for IRAs or other deferred tax vehicles, typically with longterm horizons, and the goal of funding retirements 10, 20 ...

Enterprise Products Partners (EPD) offers a 6.64% yield with 27 consecutive years of dividend growth. The JPMorgan Equity Premium Income ETF (JEPI) generates an 8.19% yield through an options overlay ...

Copyright © 2025 Insider Inc and finanzen.net GmbH (Imprint). All rights reserved. Registration on or use of this site constitutes acceptance of our Terms of Service ...

The 2022 downturn catalyzed a shift to income-focused retirement planning as dividends held steady while portfolio values dropped. Dividend income eliminates sequence risk by avoiding forced share ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...