Portfolio

The world's largest bond fund has cut back on U.S. securities as yields are expected to rise this year.

Victims of identity theft are continuing to experience long delays and errors in receiving their tax refunds, according to a new report.

Firms still have many managers deep within their benches that have found strategies to deliver significant returns for investors.

Pimco’s Total Return Fund, the world’s largest bond fund with $117.4 billion in assets, has cut way back on its holdings of U.S. securities.

If you’re scared of an audit by the IRS, there’s less to fear these days. New data show that budget cuts at the IRS mean the agency is investigating fewer wealthy taxpayers.

Clients who want bigger investment returns can supplement their target-date funds by directing 40% of their assets to small-cap value stocks; Plus, why investors will need less money for retirement than they think.

Never heard of James Miles and David Green, the fund’s managers? That’s no surprise. They’re part of a group whose visibility is diminishing fast: famous stock pickers.

“Asset managers are still giving a ‘free liquidity option’ to investors,” one analyst wrote. “Investors will have to eventually pay for this either upfront, or in terms of higher volatility.”

The proposed consolidated database would bring together BrokerCheck and IAPD and include data on unregistered financial professionals across the industry.

The IRS plans to take further steps to discourage taxpayers from exceeding the limits on contributions to individual retirement accounts within a single year.