Portfolio

European sovereign debt concerns and the U.S. debt-ceiling debacle spurred market volatility, pushing investors toward index-based equity funds.

With a few months to go in the presidential campaign, pundits are poring over every scrap of new economic data-notably, unemployment-for a clue as to whether President Barack Obama will be reelected. But the best predictor, many say, is the stock market.

One expert argues that dividend-paying stocks, not growth stocks, should be the building blocks of retirement portfolios

CPA teaches other accountants to also become planners.

September

Why not test the conventional wisdom that investors should avoid fixed-income securities when interest rates rise?

Robert Shearer of BlackRock believes companies that pay dividends have discipline and staying power.

Consider the possibilities and problems dealing with wealthy clients seeking to act before a possible cut in tax exemptions.

A bitter dispute between a father and two of his children underscores how vital it is to review estate plans annually.

After the economic crisis, VA issuers go back to the basics, designing new products intended to avoid volatility and basis risk.