Portfolio

2010 was a year of many challenges. The May 6 Flash Crash and the fallout of the December 2009 arrest of Ponzi schemer Bernard Madoff kept investors away from stock funds. The Dodd-Frank Wall Street Reform and Consumer Protection Act was passed. Mutual funds and their sales intermediaries were charged with more accurately calculating the cost-basis of original investments in securities, and funds prepared for the Jan. 1, 2011 XBRL deadline.

As part of this transaction, U.S. Bancorp, FAF Advisors’ parent, received a 9.5% stake in Nuveen Investments and other cash considerations for FAF’s long term fund family.

Commodities have been on a tear as investors have sought alternatives to the volatile equity market, but several market experts believe that now is still a great time to buy, even though prices are high.

A dire diagnosis will drive many people into an advisor's office, whether to free up cash for treatment, finally confront the need for an estate plan or update an existing one.

Experts gaze into their crystal balls, and surprisingly, agree on most predictions for this year.

Behavioral finance has been kicking around the halls of academia for several decades, but now some financial companies are finding ways to apply these concepts in the real world.

What you don't know could negatively affect your clients' benefits.

New state laws pave the way for improved strategies and solutions in trust management.

The key to handling complex issues associated with succession and estate planning is remaining impartial.

As confidence in global currencies wanes, the world's appetite for gold will increase.