Portfolio Builder

Oct 10, 2024

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Portfolio Builder

Slideshow

7 Portfolio Tips for a Falling-Rate Environment: Advisors' Advice

By Dinah Wisenberg Brin

Here's how advisors are positioning their clients now.

El-Erian Warns Fed After Jobs Data: 'Inflation Is Not Dead'

By Carter Johnson

His comments came after Friday's job data blew away estimates, triggering a jump in U.S. stocks and bond yields.

News

Fed's Half-Point Rate Cut Was 'A Mistake': Larry Summers

By Susanne Barton

His views follow news that the unemployment rate fell to 4.1% in September.

10 Good Stocks That Are Cheap Now: Morningstar

By Michael S. Fischer

These picks from Morningstar's list of favorites are trading at a discount, analysts say.

News

Cambria Launches Tax-Aware ETF, With More to Come

By John Manganaro

The fund will trade under the ticker TAX and is being offered in partnership with ETF Architect.

Fidelity Plans Latest Mutual Fund-to-ETF Flip

By Amanda Albright

The two municipal bond funds are expected to be converted next year, according to two separate regulatory filings.

Resources

Governing Your Way to Better Long-Term Returns: Higher-Quality Alpha From Higher-Quality Data

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The Future of Direct Indexing: Elevate Your Practice

Join this webcast to discover how to elevate the value you provide to client portfolios in a variety of personalized ways — and how to expand your client base.

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