Model portfolios continue to expand, increasing to nearly $424 billion in 2023. Model portfolios are continuing to gain traction across the industry. With their rise in popularity, the current ...

I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...

Gauthron, founder and CEO of Kwanti, stops by the Financial Planning Podcast this week to talk about time, confidence and portfolio management. Formerly a software engineer working exclusively in the ...

This article is relevant to financial professionals who are considering offering Model Portfolios to their clients. If you are an individual investor interested in WisdomTree ETF Model Portfolios, ...

(Bloomberg) -- BlackRock Inc. expects the model-portfolio realm of money management to grow to a $10-trillion business over the next five years. The strategy, by which asset managers and investment ...

ProShares UltraShort S&P500 was added to our 2024MP Model Portfolio as the market is turning down. Communications Sector SPDR (XLC) and Technology Sector (XLK) were deleted from our Model Portfolio.