Portfolio

This type of insurance will not cover a policy holder's expenses for the first 180 days of care, a major concern for those without substantial savings; Plus, how to make the most from a Roth IRA.

The more portfolio managers invest in their own funds the better, according to a recent Morningstar study.

How to find and understand the three website metrics advisors should care about.

The world's largest bond fund has cut back on U.S. securities as yields are expected to rise this year.

Victims of identity theft are continuing to experience long delays and errors in receiving their tax refunds, according to a new report.

Firms still have many managers deep within their benches that have found strategies to deliver significant returns for investors.

Pimco’s Total Return Fund, the world’s largest bond fund with $117.4 billion in assets, has cut way back on its holdings of U.S. securities.

If you’re scared of an audit by the IRS, there’s less to fear these days. New data show that budget cuts at the IRS mean the agency is investigating fewer wealthy taxpayers.

Clients who want bigger investment returns can supplement their target-date funds by directing 40% of their assets to small-cap value stocks; Plus, why investors will need less money for retirement than they think.

Never heard of James Miles and David Green, the fund’s managers? That’s no surprise. They’re part of a group whose visibility is diminishing fast: famous stock pickers.