Do you know how to make your financial portfolio efficient? Explore your options with financial advisor Greg Taylor for an efficient financial portfolio.

In Part 1 of this article I concluded by asking if we could find an even more efficient portfolio by adding more stocks to the universe.

We believe the efficient core portfolios can—well—efficiently address that question. You can still implement the core portfolio without having to pick and choose how to fund the portfolio ...

The tax-efficiency feature assists advisers in creating model portfolios for clients at the household level to help reduce tax liability by allocating income-generating assets into tax-deferred ...

Building a tax-efficient portfolio so you can keep more of your investment income and capital gains is a concern of investors the world over. In India, for example, the government has created a ...

Diversification is a key word in the financial lexicon. But it is neither well-defined nor desirable in and of itself. What investors really need is efficiency.

Higher Equity Positions For these three tax-efficient bucket portfolios, I employed the same general asset-allocation parameters that I used with the other bucket portfolios.

Thanks to strong performance from tax-managed funds, our tax-efficient portfolios outperformed our tax-deferred ones.

Strategies that can help make your clients’ portfolios more tax-efficient.

In a prior blog, we demonstrated that unconstrained carbon-efficient portfolios have significant unintended (and unfavorable) sector and risk factor tilts that can drag down performance. In this ...