Portfolio

Whether it's simple or not, retirement plans are suddenly important to small business owners.

Taxpayers Beware: Gifts to charities have come under IRS scrutiny.

Looking for the Right Mix? These funds might do the trick.

As increasingly complex ETFs stake a deeper claim to investor assets, has the closing bell really tolled for large-cap stocks?

For the third-quarter mark (year-to-date), the Dow Jones Industrial Average is down 5.74%. In its 113-year history, excluding the current year and 1914 due to a change in the number of components that year, the DJIA has fallen 44 times at the third-quarter mark.

Schwab Advisor Services is launching a multi-million dollar marketing and education campaign aimed at promoting the registered investment advisor (RIA) sector in an effort to differentiate the channel from other, more traditional models in the eyes of affluent investors.

In a new report, “Volatility Responsive Asset Allocation, Russell Investments recommends that institutional investors use a dynamic asset allocation policy that varies as market volatility changes.

Van Eck says ETFs can reflect changes in industry sectors, whereas HOLDRS’ depositary trust structure is static.

Vanguard is changing the investment process for its four LifeStrategy series from a mix of active and passive management to an all-index approach.

401K GPS has launched it personalized 401(k) monitoring service, to ensure participants’ strategies fit their risk profile. While the service monitors portfolios on a daily basis, it issues quarterly recommendations on how investors should reallocate their holdings, based on retirement goals and market expectations. Should volatility in the markets become pronounced, 401K GPS will issue intra-quarterly alerts.