Investments

Tax costs are too high, and clients need to take advantage of losses when they are available.

Good advisors must resist the temptation to chase performance.

Contrarian investors believe it's better to buy low, but just because a fund has been down doesn't mean that a rise is inevitable.

Some clients can qualify for valuable subsidies if they follow plans to hold down household income.

Contrarian investors believe it's better to buy low, but just because a fund has been down doesn't mean that a rise is inevitable.

Economic reality simply hasn't justified the rising rates usually associated with a growing economy, says a Schwab strategist.

Seeking above-market returns is foolhardy because costs are inevitably higher.

A new study reveals an ongoing downward trend in expense ratios for equity mutual funds.

High-quality bond funds are much less risky than some investors believe and are not susceptible to bubbles.

How to Gain Better Access to Advisors

High-quality bond funds are much less risky than some investors believe and are not susceptible to bubbles.

Risk assessment questionnaires may produce flawed results because they don’t adequately focus on an client’s need to take risks.

Risk assessment questionnaires may produce flawed results because they don’t adequately focus on an client’s need to take risks.

The investment business is full of twists and turns, and it is not just portfolio managers and analysts that have to constantly read the changing winds; as a marketing professional you must also adapt as the market changes. The last few years have been tough for mutual fund marketers, with investors leaving this product for ETFs and moving assets from equity products to those that specialize in fixed income.

The regulatory drive to designate mutual funds or their managers as systemically important financial institutions increasingly looks like a campaign to extend the power of central banks and other banking regulators over global capital markets.

Given the increased volatility, now is a good time to examine some of the subtleties of dividends and dividend-paying stocks.

Registered investment advisors are clearly on the up and up, and the growth of the sector is exerting pressure on how ETFs and mutual funds are distributed and marketed.

Given the increased volatility, now is a good time to examine some of the subtleties of dividends and dividend-paying stocks.

American investors' long-term financial goals are out of sync with the risks they're willing to take to reach them, a new survey finds.

Investors often give their advisors the wrong objectives for a portfolio. Here's how to steer them in the right direction.