Andrew Shilling

The firm says clients can achieve similar risk-return exposures and long-term returns with a well-diversified portfolio.

Clients who intend to file as soon as they receive their W-2s are advised to start gathering their documents.

Clients intending to set up a bank account or mutual fund for their child must consider various provisions.

The Trump tax cut may have changed the calculus for some couples filing joint returns.

Even worse, those at the bottom of the pack averaged higher expense ratios.

Working parents who paid for day care, summer camp or a babysitter on the books are advised to take advantage of this break.

Health category funds dominated the list, making up for well over half of the group’s assets.

Some of the changes to rental property rules may be confusing for clients.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

Nonprofits may experience a decline in revenue as more taxpayers are expected to opt for a standard deduction this year.

Although its fees are higher than other thematic offerings, similar products from Ark Investment Management have outpaced their peers. Plus; other launches.

Recently, higher interest rates and stock market volatility have undermined gains.

The good times in munis aren’t likely to last as the Fed’s push to boost interest rates will hamper future results, an expert says.

A small proportion of parents are investing in the program for their children, however new analysis suggests that may be changing.

High-fee managed futures, energy limited partnerships and multi-alternatives products topped this list.

With two months left in 2018, clients can still take advantage of these tax hacks.

Factors including low interest rates may have contributed to success.

Clients nearing retirement should consider standard and itemized deductions and choose the option that will generate the bigger savings.

Those with outflows cost clients more than twice as much.

Tax overhaul has scrapped taxes on a child's excess unearned income at the same rate as their parents.