Portfolio

With double-digit annualized returns produced by nearly all of these funds, the ranking illustrates the broader trend toward passive investing.

It’s hard to fight inertia. Very hard.

Here are questions the agency has been asking.

The hedge fund he founded, Appaloosa Management, has returned 25% a year since inception in 1993.

Chris Moynes manages the finances — and lifestyles — of 75 hockey players, 10% of the NHL's active roster.

FINRA Rule 3210 typically requires permission for brokerage accounts.

An average couple aged 65 who are about to retire this year will need $285,000 to cover healthcare expenses.

Years of trial and error and research behind the scenes and continuing client-facing education resulted in the portfolio-mix sweet spot.

Although the firm sees risk parity as a way to compliment holdings of its biggest customers, critics see a volatile fund that has underperformed.

A lump-sum distribution for net unrealized appreciation on employer stock can slash a tax bill in half, but there’s plenty of fine print.