I’ve developed several tax-efficient model portfolios that you can use as you set your ... a liquidity bucket for one to two years’ worth of portfolio ... 2022 was one such recent example.

For example, a 50-year-old who is focusing on stock funds within her 401(k) because her plan doesn’t offer many decent bond options may want a higher bond allocation in her taxable portfolio ...

Generate $10,000/year with a diversified Model Portfolio. ... For example, if you wanted to use the idea to create $50,000 in income, just increase the scale of the investment.

The performance of a number of model portfolios that leverage the bucket strategy recently was put under a ... a 60% U.S. equity/40% bond portfolio would be down about 16% for the year to date ...

Brian Spinelli, co-CIO, talks about why the firm prefers passive strategies for U.S. large caps, where it sees opportunities in private markets and how it approaches tax considerations.

Private debt assets under management grew by more than 460% from 2010 to 2022, reaching $1.4 trillion. 1 The global alternative investments market is projected to reach $24.5 trillion by 2028, up ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

The world’s biggest asset manager is finally allowing Bitcoin into its $150 billion model-portfolio universe. BlackRock Inc. is adding a 1% to 2% allocation to the $48 billion iShares Bitcoin ...

Yet every year, the 39-year old — and his Berwyn, ... Founded in 1999, Envestnet now serves some 100,000 advisers and has overseen a total of $300 billion in model-portfolio trades.

RIAs will have access to BlackRock’s custom model capabilities, managed within a single account and powered by Envestnet’s UMA technology. The portfolios will include exchange-traded funds and mutual ...

Fidelity Investments said on Thursday that it has launched two all-ETF model portfolios for use by wealth management firms looking for help winnowing through the rapidly growing array of funds to ...