Portfolio

The dollar strengthened and Treasuries extended their steepest monthly loss since June 2015 amid hawkish rhetoric from Federal Reserve officials over the past two weeks.

Low-cost, online managed accounts may become table stakes for wealth management firms.

Aside from being impractical to build in the infancy of computers, an index fund, at one time, was an insult to investors who prided themselves on picking the best stocks out of thousands.

Investors are better off having target-date funds than balanced funds as TDFs provide broader diversification and focus on minimizing risk.

For value-minded clients, here are the cheapest funds (10 basis points or less) with the best 3-year performances.

How Todd Sacks joined an elite ranking of wealth management supervisors.

Because community property law can dictate who gets an IRA after death, it must be taken into account when a client names a beneficiary.

The firm is recommending investors continue to buy five-year U.S. sovereign debt, even as the securities head for their worst month since February of last year.

The firm's expansion may also include assignments on private placements and unsecured-debt from real estate investment trusts, an executive says.

Since December, almost $90 billion has been withdrawn from mutual and ETFs, exceeding outflows from all but one year at this point of time in data going back to 1984.