Morningstar

Personal exemptions may be lost but households can expect higher savings from the child tax credit, an advisor says.

The right strategy can help minimize their future estate taxes.

Sponsors can bill the products however they’d like, but the bar to proving they work as advertised is high.

Many deductions are likely to disappear if Congress passes the reform bill into law.

With plans to offer six new funds, the passive investing giant is seeing strategic beta as an opportunity, not a threat, says one contributor.

Factor-based approaches to index investing have won heaps of investment. Can it last?

These eye-popping returns didn’t come cheap. Expense ratios averaged more than 1% and went as high as 158 basis points.

Many dividend-focused funds use methodologies that exclude real estate investment trusts.

Ignoring lessons from past income-boosting strategies can lead to disastrous results.

Retirement location "matters just as much to your tax bill as what you have,” an expert says.