Portfolio

Strategies for mitigating the net investment income tax; Tax credits vs. tax deductions; Four investments with unusual tax rules.

Pimco Says It’s Cooperating in SEC’s Total Return ETF Probe

Nearly a third of investors say they “consciously avoid stocks in long-term investment accounts," according to a new Wells Fargo/Gallup study.

Which is more important to clients' frontier economy asset portfolios? Debt? Equity? The answer is both.

Clients searching for income? Here's a look at the 10 biggest dividend payers this year.

Clients searching for income? Here's a look at the 10 biggest dividend payers this year.

Should small and midsize RIAs be required to have a succession plan in place for their firms? State securities regulators are asking for input from practitioners as they wrap up the rulemaking process.

As the issuance of green municipal bonds climbs this week, the bonds performance in the secondary market shows mixed results.

The IRS has issued new draft instructions, notices and a publication to help taxpayers and tax practitioners deal with the Affordable Care Act.

In a speech Tuesday, U.S. Bank CEO Richard Davis offered mostly upbeat views about the evolving, more stringent expectations of bank regulators.