Morningstar

This year has been a wild ride for clients and advisers, and it’s only just begun. Here are some things to keep in mind as advisers craft portfolios for the rest of the epoch.

If your clients pay the alternative minimum tax, these funds can help lower their tax liability.

Here’s how to decide whether your client should select the traditional or Roth IRA to put away for retirement and boost their savings.

These 20 funds didn't just rise with the tide, their returns topped their benchmarks.

Education around these rules can prevent an increase in their tax bills.

In one of the biggest bull markets in recent history, some mutual funds are still cheap by historical measures.

The research giant says it aims to lower costs by removing a layer of fees paid to third-party managers.

Only four non-U.S. funds offer both a dividend focus and an expense ratio under 0.35%.

After eye-popping gains in the stock market over the past three quarters, price-to-earnings ratios have soared.

These products are meant for short- and intermediate-term investing and should carry enough risk to grow and meet the goals over time.

As planners flock to these products, sponsors are differentiating their offerings to better stand out.

Long-only equity mutual funds report the first positive week in nearly a year.

Recent advances may mean that category is, actually, overvalued.

Some providers are offering access to the industry through bundles of shares focused on businesses that run everything from airports to cell phone towers.

Leaders in domestic stock, international stock, fixed income, and allocation and alternatives funds are recognized for standout performance.

16 individuals or teams are nominated in the four-category list.

The fund manager reported $277 billion in new money to its U.S. mutual funds and ETFs last year, while Fidelity and Franklin reported some of the largest outflows.

These popular choices for asset allocation also have a history of solid performance.

Check out the list of the biggest falls from grace in 2016.

Which fund categories had the biggest rebounds this year?