Investments

Here’s how to counteract your clients’ tendency to buy and sell securities at just the wrong time.

The sector has been in a slump of late, but these funds have bested the S&P 500 over time.

Use fund clones or computer-simulated models to emulate the Buffetts of the world.

Here are three ways advisors can reduce execution risk and edge ahead in a beta-driven world.

Leveraged ETFs aren’t for most clients, but they may work for short-term hedges.

From just one in 2006, there are now many high-yield, dividend growth and total dividend funds.

Hot funds can turn cold. Is big, broad and boring the way to go?

These funds avoid complexities of short-selling but add other concerns.

Yes, these notes can be risky, but they have their virtues.

More advisors are looking to these equity funds as a way to neutralize currency risk in local markets around the world.

Help clients look under the hood of offerings to avoid unpleasant surprises.

Making fixes and adjustments to a portfolio can take time, so use these funds to right the ship temporarily.

These include currency-hedged or exposed, small- or large-cap, quality screened or all-inclusive.

ETFs routinely purge portfolios of holdings with large unrealized gains, while mutual funds seldom utilize this powerful tool.

A look at which months typically produce the best long-term results for different asset classes.

Best interest contracts don't allow conflicts of interest, but don't ban all conflicted compensation. The DoL may be giving the industry enough rope to hang itself.

Here's how to sell a second home with a smaller bill from the IRS. Plus, ETF picks for retirement portfolios, and an investment strategy that takes the edge off your clients' taxes.

Why seniors and physicians must overcome their fears of discussing end-of-life care; plus, how to plan for a client's retirement in their 60s.

The shift to passive has caused much soul searching, not to mention cost cutting, at some of the world's biggest money managers.

Net income also dropped to $319 million, or 79 cents a share, from $373 million, or 89 cents, a year earlier, the firm reports.