Portfolio

Does the newest iteration of a favorite advisor tool stand up to scrutiny? Our tech columnist takes it for a test drive.

A manageable way to recreate the S&P 500 and win on taxes, too.

It doesn't necessarily make sense to pay off student loans early if that means foregoing saving for retirement; plus, how the life-expectancy gap between rich and poor skews Social Security.

Richard Ketchum, former critic of the rule, calls the final version "much better" than the earlier proposal. But he still wants to see the SEC develop a uniform standard.

Advisors should be “prepared to defend their recommendations,” the low-cost planning pioneer says, and predicts the demise of high-fee products.

Treasury ETF net redemptions have reached $2.9 billion so far in April, on top of $4.8 billion pulled out in March.

The biggest U.S. mutual fund company led in estimated flows to both actively managed funds as well as those that track indexes.

One advisor says these 3 innovative strategies may not be necessary for most clients.

Use these highly-liquid funds to execute a tactical asset allocation approach.

For those willing to wait, these ETFs can reduce volatility and improve portfolio performance.