The Core and Satellite portfolio strategy is a dynamic and diversified investment strategy which combines stable, long-term investments (Core) with higher-risk, high-reward opportunities (Satellite).

Amid market swings and a hunt for growth, investors are taking a fresh look at the Core-Satellite approach to building portfolios. The method pairs a stable base with higher-risk positions aimed at ...

How are the challenges of the next 20 years likely to differ from the past 20 for fixed- income investors? If there were ever a “Goldilocks” period for fixed-income investing, the past 20 years ...

In a recent article I presented an asset allocation strategy, an ETF portfolio and potential managed payout scenarios for investors at or near retirement. Below I outline a strategy that investors may ...

Most advisors are familiar with the concept of “core/satellite” portfolio construction (sometimes referred to as “core and explore”), but let’s define terms, so we are working from a similar framework ...