Portfolio

Investors are better off having target-date funds than balanced funds as TDFs provide broader diversification and focus on minimizing risk.

For value-minded clients, here are the cheapest funds (10 basis points or less) with the best 3-year performances.

How Todd Sacks joined an elite ranking of wealth management supervisors.

Because community property law can dictate who gets an IRA after death, it must be taken into account when a client names a beneficiary.

The firm is recommending investors continue to buy five-year U.S. sovereign debt, even as the securities head for their worst month since February of last year.

The firm's expansion may also include assignments on private placements and unsecured-debt from real estate investment trusts, an executive says.

Since December, almost $90 billion has been withdrawn from mutual and ETFs, exceeding outflows from all but one year at this point of time in data going back to 1984.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

The profession might be consolidating but solo advisers will survive and thrive, says columnist Bob Veres.

Many people have the misconception that Social Security will become insolvent over the next 20 years.