Investments

The firm told clients its money-market funds aren’t holding Treasuries that mature in the next month as Congress debates whether to raise the U.S. debt ceiling.

Three big industry names are joining forces to form a new wealth management firm, Lebenthal Wealth Advisors.

To Outsource or Not to Outsource

To Outsource or Not to Outsource

Fama’s Nobel Work Shows Active Managers Fated to Lose to Indexes

Morgan Stanley Funds Join Rivals in Shunning Some Treasuries

Invesco’s Woodford Leaving After 25 Years to Set Up Fund

There are many ways to tilt portfolios toward small cap and value. Here are three alternatives for portfolio construction.

Tax treatment, good or bad, can make or break an investment decision. Are you helping your clients avoid these common blunders?

The work that earned Eugene Fama the Nobel Prize in economics provided the intellectual foundation for index-tracking funds, which have upended stock picking as investors abandon active money managers.

With markets moving swiftly, advisors sometimes rebalance more than once a year.

Here’s how to build a diversified portfolio with just a few low-cost funds. It’s the ultimate conclusion from Modern Portfolio Theory.

Because excess capital losses can be carried forward to future tax returns, with no expiration date, clients can use this “bank” of losses to offset future net capital gains.

High income can only come with high risk, a lesson investors learned painfully in 2008. Here’s a better way to think about fixed income.

Using mostly passive strategies results in lower fees and better performance, but there are cases where active management can add value.

The crisis represents a call for advisors to offer the one thing most individual investors can't provide for themselves: an objective, experienced and unemotional perspective, unclouded by fear and based instead upon short- and long-term goals.

Bill Gross, who has been telling investors to favor short-term Treasuries, is following through on his own advice as longer-maturity bonds suffer their biggest losses in four years.

Owned, Paid or Earned: The New Language of Marketing

U.S. Default Poses Low Risk to Money-Market Funds, Fitch Says

Fidelity Billionaire Johnson Taps ETFs as Profits for Funds Fade