Portfolio

Winners will include—not only cyclical sectors that do well early in a market cycle—but also defensive plays.

Problems arise when a parent adds a child's name to an asset or aids elderly loved one who needs assistance.

The U.S. commercial real estate industry is on the mend.

How the big bank stress test strategy could bolster your clients' portfolios against market volatility.

Receiving some of our investment income in the currencies of those more rapidly growing economies may help us preserve our purchasing power.

The Dow Jones Industrial Average fell 276.10 points, or 2.26%, to 11955.01 Monday on concerns about plans to repair Europe’s debt crisis. However, stocks finished the month up 1041.63 points, or 9.54%.

Highland Funds Asset Management has launched the Highland Alpha Trend Strategies Fund, a global fund that will invest in country- and region-specific exchange-traded funds as well as take long and short positions in equity indexes. The fund aims to invest in areas with low correlation and volatility.

In September, more money flowed into mutual funds than flowed out, breaking a three-month pattern of fund outflows, according to Cerulli Associates’ October report on product trends. Despite the reversal into positive territory, however, mutual fund assets remain at a yearly low of $7.4 trillion.

Mercer’s U.S. outsourcing business has begun including retirement income from Financial Engines in its defined contribution platform. Financial Engines says its Financial Engines Income+ is the first retirement income solution designed specifically for 401(k) plans.

Schwab Charitable has launched the Charitable Legacy Program, to enable individuals to extend their charitable giving beyond their lifetimes.