Portfolio

Index funds may not be the ideal choice, but there are better options than the active bond funds pushed at a Morningstar panel.

Clients should opt for simpler annuities, which tend to be less expensive than those with more complicated terms.

Advisers with their own practices would see their tax rates cut to 15% under the new proposal.

As investors assess the winners and losers from the Trump administration's policies and digest mixed economic data, they aren't endorsing all shares.

Insurers are seeking to diversify their portfolios as low rates squeeze investment income from traditional holdings like highly rated, liquid bonds.

As investors assess the winners and losers from the Trump administration's policies and digest mixed economic data, they aren't endorsing all shares.

As products and advice change, there’s one clear winner.

Publishing is the “greatest single marketing investment that you will ever make,” one company argued at the FPA Retreat.

We must control our own bad behavior before we can become coaches for our clients, says contributor Allan Roth.

When investing in a Roth IRA, retirement savers should rebalance their portfolio by replacing high-performing holdings with more value-priced investments.