Investment insights

Amid the ups and downs of the bond markets, these funds attracted new investors.

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.

The outflows are another indication of the hedge fund industry’s declining popularity after years of underperformance.

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

Nearly 60% of investors would explore changing firms if forced to switch, according to a J.D. Power study.

The funds have accounted for 27% of all trades since the election, 3 percentage points above average.

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

Two more increases are projected for this year, signaling more vigilance as the target approaches.

“Trump keeps talking about a new spirit for America and so you could (A) believe that or (B) you could believe that other investors believe that,” the widely followed economist says.

This is about precision, accuracy and clarity because where we are in a market cycle is a pretty big deal.

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

The index climbed to record highs as investors grew increasingly confident global economic growth is accelerating.

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

"There is an effort underway in our industry to redefine value," Tim Hockey, TD Ameritrade's chief executive officer, said about the lower commissions.

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.

Investors speculate the president and Republican-led Congress will deliver on pro-growth policies.

Some have already seen strong returns, with the top five posting more than 20% over the past year.

Investors focused on Trump’s comment that he’ll outline a “phenomenal” tax plan within weeks.