Portfolio

Donating to organizations doing charitable work abroad can be tricky and advisors can provide a valuable service by helping clients navigate the unfamiliar terrain.

This was one initial public offering that Nasdaq executives sure didn’t “like”.

Grandeur Peak Global Advisors is adding a new fund to its portfolio.

Residential and commercial real estate are finally enjoying a solid recovery. Housing prices are rebounding nationwide, and residential construction was a leading contributor to overall U.S. growth last year. The market for multi-family apartment buildings is on fire, and money is also pouring into office buildings and retail space. But national numbers only tell part of the story.

Global investor confidence rose in May, inching up 1.8 points to 94.8 from 93.0 the month before, according to the State Street Investor Confidence Index.

It took four years of dreaming, and nine months of late nights and hard planning, but now it’s real. Dave Grant is running his own RIA and he's taking us along for the journey.

Advisors are expected to up the exchange traded fund allocations in their clients’ portfolios in 2013, according to Cerulli's Exchange Traded Fund Markets 2013 report.

Vanguard today reports that expense ratios have dropped for several of its mutual funds and the Dividend Appreciation ETF.

As new issuance of municipal bonds has been muted and interest rate risk remains low, the fees that bankers are paid to underwrite deals has been steadily declining.

Vanguard has swapped indexes for a $15.7 billion fund. The Vanguard Tax-Managed International Fund traded the MSCI EAFE Index for the FTSE Developed ex North America Index, effective today.