Andrew Shilling

Candidates need to demonstrate how they have improved their firm's marketing, technology or operations.

It pays to review the differences between traditional and Roth IRAs.

Are the recent declines in tech just some high-flying stocks coming back to earth, or a turning point for the sector?

Homeowners have fewer options as state and local deductions have been capped under the new law.

Combating these misconceptions may help taxpayers maximize benefits.

While outpacing the S&P 500, the price tag is higher — the average expense ratio is more than 1%.

Although funded with after tax dollars, what clients owe will be lower than the liability on traditional IRA withdrawals in retirement.

The S&P 500 has been on a tear, but there are always outperformers — see who bested the competition.

One strategy for clients to continue their philanthropic work and reduce their bill is to bunch multiple years of donations into one with a donor-advised fund.

Trump’s call for tariffs on steel and aluminum imports, and subsequent worries of a trade war, have recently taken a toll on emerging markets investments.

The added savings could be used to pay off student loans as well as increase mortgage payments and retirement plan contributions.

Commodities, which boomed before the crash, weighed heavily on returns the past 10 years.

The products can offset potential losses from lowered state and local deduction limits.

Growth funds have performed best over the past decade, outpacing value funds.

The right strategy can put them “in the 0% tax bracket,” an expert writes.

Both long and short investments focused on volatility were mostly crushed lately.

Mark Mobius will step down after more than three decades with the firm.

Underlying strategies make them more tax-efficient than actively managed mutual funds, an expert says.

The top 20 funds are from just three asset managers: Fidelity, Vanguard and American Funds.

Claiming above-the-line tax write-offs doubles the standard deduction.