Portfolio

An analysis compares portfolios built using 'smart beta' indexes against those whose components are weighted by market cap. See the results.

So-called experts tend to do a lousy job predicting the direction of the economy or the stock market. Here's what advisors should do about it.

Lowering your client's tax bill, year-end charitable tax tips and 15 surprising tax deductions.

Advisors risk throwing away business with a throw-away holiday client gift. Here's a list -- worth checking twice -- of what to avoid when deciding upon holiday greetings and gifts to send to clients.

Some varieties of charitable remainder trusts can be tailored to donors' income needs.

Since the crisis, banks have relied on lower loan-loss provisions to make a profit. But banks actually made money in the third quarter. Here's how.

Treasuries gained, sending 10-year yields a one-month low, as jobless claims rose, business- equipment orders fell and home sales were less than forecast, raising concern about the health of the economic recovery.

The income tax on conversions may not be worth the potential appreciation they will get over a period of time; plus, low-cost holiday gift ideas and ways in which to make your money last in retirement.

Some varieties of charitable remainder trusts can be tailored to donors' income needs.

The largest U.S. ETF that tracks mainland Chinese stocks has jumped to a record premium to its underlying assets as unprecedented demand forces fund manager Deutsche Bank AG to all but stop taking in new money.