Portfolio

Flying in the face of accepted Wall Street gospel, Mark Mulholland, founder and portfolio manager of the Matthew 25 Fund, takes a leap of faith and turns in one of the best recent performances among mutual funds.

The Salt Lake City-based bank is ramping up its wealth management business with the support of third-party marketing firm PrimeVest Financial Services.

How creative thinking can help advisors with their own retirement strategies.

Mid-octogenarians could be getting a birthday gift from the IRS

Advisors need to address asset location strategies for their clients.

What is the best way to invest in the precious metal?

When it comes to sector exchange-traded funds, know what you're buying.

In the span of 12 months, the Active Bear Exchange-Traded Fund (HDGE) has become a wirehouse darling. The fund has multiplied its assets eight-fold from $40 million in assets in January 2011 to $319 million at press time.

Maybe not.

On June 29, 2012, Last week, the Board of Trustees of Trust for Professional Managers approved a reorganization of the Marketfield Fund, an equity and fixed income long/short mutual fund, into the MainStay Marketfield Fund, a newly created series of MainStay Funds Trust.