Portfolio

With net inflows of $191 billion in 2012, ETFs had their best year ever. Housing sector funds led the gainers, while green energy funds dimmed.

The eleventh-hour tax deal reached in Washington will require some new strategies for advisors and their clients.

Take the money and run? It is a question advisors face as retirees get offered lump-sum bonanzas.

Raoul Rodriguez Walters' planning practice specializes in the intricacies of financial migration.

Here's a fearless prediction: In the years ahead, bond investors won't enjoy stellar returns like those of the last five to 10 years.

If you have clients who have already retired, make sure their portfolios can absorb the most violent shocks.

This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider.

Named for a Gospel passage, the Matthew 25 fund has been churning out superior performance for a decade and a half.

Chicago businessman Urooj Khan jumped for joy when he learned he had the winning numbers for a million-dollar lottery drawing last summer. Too bad he never had a chance to enjoy it.

Morningstar announced today that it has awarded the Gold to two mutual funds, one a former Silver-rated fund and the other a brand new Medalist.