Portfolio

Stock indices used to be employed as a benchmark that active managers of investment funds tried to exceed. Now, active management strategies are being turned into indices, causing confusion at the Super Bowl of Indexing. Should a distinction be made?

PHOENIX, Ariz. -- Congress can’t agree on how to cut the nation’s $1.2 trillion deficit, which is now more than 140% of the nation's gross annual economic output.

PHOENIX, Ariz. -- Richard A. Ferri, the founder of Portfolio Solutions, spent much of his first day at the Super Bowl of Indexing here trying to collect names.

The Depository Trust & Clearing Corporation says it has enhanced its cost basis reporting service to help mutual fund managers and other financial intermediaries transfer cost basis information on investors’ accounts from one firm to another.

Planners aren't as enthusiastic as some of their clients about gold and silver.

Legacy expert attorneys Andy and Danielle Mayoras say events surrounding his estate have been anything but consistent with his musical legacy. In the 30 years since his death, his estate has seen far too many court fights, lawsuits and money-grabs to count. And that legacy of fighting over money doesn’t seem likely to end any time soon.

Standard & Poor's Indices said it launched a Pan-Arabian stock index.

Standard & Poor's Indices said it launched a Pan-Arabian stock index.

just-say-grow

PHOENIX, Ariz. -- Predictions are easiest to assess, when a year is over.