Portfolio construction

Prepare yourself for the next big market downturn which may be exacerbated by highly leveraged derivatives.

Advanced analytics is helping generate alpha, experts say.

The effective tax rate on qualified dividends for those in the highest income tax bracket fell.

The net outflows are staggering, but recent studies show the relationship is far more nuanced.

These loans can be a good option in some cases, but they're not a cheap way to borrow money so senior citizens with good credit may have cheaper alternatives.

Clients only get to reap the rewards of returns after investment expenses are paid.

To experience higher potential gains, clients need to be willing to tolerate losses at least occasionally. Striking the right balance between risk and reward is the tricky part.

Many investors remember that the S&P 500 lost 39% in 2008, but few recall that the 10-year government bond gained 21% that year.

Morningstar metrics can help advisors evaluate how vulnerable a company is in the transition away from a fossil-fuel intensive economy.

Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.