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Portfolio Solutions Blog

Nicole C. Milici
March 17, 2016

Many men believe they need a Financial Advisor to outperform the market. Many women believe their man is making the best financial decisions for them, while not considering consulting a Financial Advisor themselves.

A survey by American Express concluded that most men handle the finances in a household. I’m sorry ladies, but this is a load of … how do I say it nicely?… bull! Your finances are your personal responsibility. Don’t take a backseat in determining your financial future.

Here are five reasons a woman needs to consult a financial advisor:

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Portfolio Solutions®
February 25, 2016

The Portfolio Solutions® Investor Education Team wants to make sure you aware of recent changes to Social Security claiming options.

The recent Federal Budget approved in 2015 eliminated two popular claiming options for the existing Social Security claiming strategy rules. This could be viewed as good...

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February 10, 2016

Portfolio Solutions® uses a team-based approach to design, implement, and maintain dedicated portfolios and help you invest with confidence.

We are happy to present the first edition of our "Meet the Experts*" series, featuring our Chief Compliance Officer, Florence Affatato...

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Anthony Watson
January 27, 2016

Once again, investment markets are acting like investment markets. We understand that the day-to-day numbers and sensationalized media coverage may be disconcerting, but we want to reassure you that this short-term volatility is a natural and healthy part of the market cycle.

During times of market volatility, you may be tempted to take action in response to short-term market fluctuations. However, one of the most important things to do is to stay disciplined and not change your long-term investment strategy in...

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January 23, 2016

There are two roads an investor can follow when managing an investment portfolio: active management and passive management. Active management is when investors use stock picking and market timing techniques to try to outperform specific benchmarks. In contrast, passive management refers to a strategy where investors buy index funds that attempt to replicate the return of a specific benchmark.

The human desire to beat the market is a powerful force. Investors...

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Anthony Watson
December 16, 2015

Some bonds within the U.S. high-yield sector have been under strong pressure recently. 

In response to falling global economic growth expectations and rapidly declining expectations for energy and commodity producing company earnings, selling of these bonds has accelerated among the higher-risk and less liquid bond issues. And because the troubled and leveraged energy sector alone makes up 12% of the high-yield debt sector, pressures from such selling have been magnified. 

The market was further rattled by a recent announcement from New York-based Third Avenue Management, LLC...

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December 15, 2015

Index fund investing should be efficient and low cost. The goal is to capture market returns less a small fee in a diversified portfolio that covers basic asset classes. When constructed correctly, an index fund portfolio provides the highest probability for reaching your long-term investing goals.

That’s what an index fund portfolio should be — however, that’s not what many are. Many portfolios I review resemble a garbage dump. There’s little rhyme or reason to the structure, they hold redundant funds in some asset classes and are void of funds in other asset classes, and fund...

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