Portfolio

Who really benefits from a partnership paying its performance fees not with cash but with a slice of the profits?

SPDR Gold Trust investors should welcome news that wash sale rules don’t apply to gold.

Opinion: Technology won't replace advisors, says Betterment CEO Jon Stein. But automated investing can add efficiency to one's practice, he says.

For public sector clients, maxing out contributions to a 403(b) plan is a good move if they think their tax rate will be lower in retirement than it is now; Plus, how retirement accounts will change next year.

If a planner were to suddenly wake up in 2022, he’d find that some of today’s practices have utterly changed.

SPDR Gold Trust investors should welcome news that wash sale rules don’t apply to gold.

You may understand all the ins-and-outs of your client’s portfolio, but helping them understand requires a more simplified approach.

Advisors who convey bad news with understanding and empathy can help clients make better decisions about their financial health.

The First Trust Dorsey Wright Focus 5 ETF has accumulated $4.2 billion in assets in a little more than a year and a half, despite having a fee that is far higher than even the asset-weighted average mutual fund fee of 0.66 %.

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.