Andrew Shilling

The funds with the biggest AUM declines didn’t badly underperform, but investors often found cheaper alternatives.

It paid in 2017 to be a penny-pinching retiree because target-date funds dominate the cross-section of profitable and cheap.

Personal exemptions may be lost but households can expect higher savings from the child tax credit, an advisor says.

The right strategy can help minimize their future estate taxes.

Passive funds are the decisive victor in attracting cash.

Many deductions are likely to disappear if Congress passes the reform bill into law.

To add insult to injury, these returns didn’t even come cheap. The average expense ratio was more than 1%.

Clients should consider tax breaks such as education expenses, mortgage interest payment and small business costs.

These eye-popping returns didn’t come cheap. Expense ratios averaged more than 1% and went as high as 158 basis points.

The firm would not comment on the cause.