Andrew Shilling

The 20 top-performers are largely comprised of low-cost tech offerings.

Although roughly 40% of the actively managed industry beat their indexes, the worst-performers eked out an average gain of just 1.07%.

They are advised to consider making amendments if they want to take advantage of temporary tax provisions that Congress extended retroactively in December.

They’re more expensive than their passive peers. But did they beat their benchmarks?

While they don't need a child to claim the earned income tax credit, the benefit's value increases based on the number of kids clients have.

Steady gains made in equity markets last year were "clearly a tailwind,” an expert says.

Retirement savers stand to gain more by investing their money instead of taking an interest-free reimbursement.

“Investment allocations can differ from one fund to another, and so do the expense ratios,” an expert cautions.

Although the federal penalty was axed for those who failed to register for a plan, some states will continue to impose the coverage mandates.

Nearly all of the fixed-income funds held short term debt.