Portfolio

When it comes to the ability of the U.S. government to finance itself in the bond market, this year will go down as as one of the best on record -- and dealers say 2015 will be no different.

It’s been a rough couple of years for gold and coal. But the precious metal is gaining back its safe haven shine with investors, while coal continues to be snubbed.

Using donor-advised funds can ease the pressure on clients to make hurried year-end giving decisions, while still allowing them to receive the tax benefits from their donation.

The ideal investing approach should control downside risk while also achieving a reasonable rate of growth. Here are a few suggestions.

A financial advisor helped doctors who were facing increases in their health insurance premiums by better visualizing their full options; Plus, means testing and a higher retirement age are possible fixes for Social Security.

This past week saw a number of new offerings in exchange traded products and funds from Deutsche Asset & Wealth Management, KraneShares and FirstTrust, among others. Also, Van Eck Global closes five international-themed funds.

Janus shares surged 43% on Sept. 26, their biggest one-day gain ever, after it announced that Bill Gross would join the firm from Pimco. Hiring Gross was the boldest step yet in an almost five-year effort by Richard M. Weil to attract new money and change the public perception of Janus, a firm still known primarily for its growth-equity funds.

Board quietly hires former SEC official; critics call for CEO Keller's departure as well.

Small-cap stocks often outperform large caps, but 2015 may not be such a year.

Advisor, beware: Funds that use complex, hedge style methods may not be appropriate for client retirement accounts.