Portfolio

The post-election rout in U.S. stocks has driven the Standard & Poor’s 500 Index down so far that it would have to advance 26 percent to reach the valuation of bull markets since John F. Kennedy was in the White House.

“After years of recommending tax deferral, I’m suggesting accelerating tax payments,” Dean Mioli, director of investment planning for the SEI Advisor Network, told Financial Planning. “I’m not advocating this for every taxpayer, but it can make sense in some cases.”

With over 25,000 open-ended mutual funds available for sale in the United States, it is more difficult than ever to stand out from the crowd.

Many tax practitioners focus on improving their efficiency during tax season, but there are plenty of things they can do in advance to ensure success from January to April, according to 2020 Group chairman and CEO Chris Frederiksen.

Treasuries fell, following a four- week gain, after President Barack Obama said he was confident the U.S. will avoid the automatic spending cuts and tax increases scheduled to occur at year-end.

Almost immediately after the election, the national conversation turned to what is widely seen as an impending financial crisis known as the fiscal cliff. A dramatic term, for sure, but what does it mean for the economy, investment advisors and their clients?

Fidelity has decided to put the brakes on two funds and fold them into a 3-star rated fund.

Negative investor sentiment still plague mutual funds and ETFs, which both saw outflows in the week ended Nov. 14.

It's not surprising that risk management and cost containment remain high priorities for fund companies and service providers.

With over 25,000 open-ended mutual funds available for sale in the United States, it is more difficult than ever to stand out from the crowd.