Portfolio

Treasury 10-year yields fell from the highest level in more than two years as investors speculated whether the U.S. economy will improve enough for the Federal Reserve to end bond purchases in 2014.

Most working-age people in the U.S. and worldwide who expect an inheritance think it will fund all or part of their retirement.

Optimize Capital Markets has created a portal to automate capitalization deals of $2 million to $20 million. But along the way, it has found investors are not willing to part with their money in a completely automated way.

After a blog post suggested tweaks to modern portfolio theory, advisors and other professionals voiced moderated support for the investing philosophy.

Clients are wary of working with young advisors. Here's how to win them over.

Fixed income funds dominate the space, but equity and futures funds may pick up speed soon.

One planner gained expertise handling her own family's needs - then offered that knowledge to other advisors.

Leon LaBrecque has built a successful business working with police officers, firefighters and the 'working affluent.'

A revised chart helps explain returns and highlights the greatest challenges for diversified investors.

Financial theorist William Bernstein raises the specter of 'deep' portfolio risk. Warning: This may get ugly.