Portfolio management

Metrics and strategy are key at YCharts. So are mystery-flavored Oreos.

"Since no one has a crystal ball to predict what will happen, I advise saving money on both sides of the tax fence," an expert says.

The move is part of a larger strategy to bring account minimums down for clients who either can't or don't want to buy entire shares of high-priced stocks.

A new platform from the World Wide Fund for Nature aims to provide a foundation for ESG-conscious investors and a list of best-practice providers.

Over longer periods of time, the data makes a compelling partisan distinction.

Stock plunges can hurt more than some clients may know, due to their asymmetrical relationship with gains.

The firm now plans to integrate sustainability criteria into portfolio construction and exit investments with high risks from ESG-related issues.

The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”

Failing to pay taxes on side-gig earnings and keeping faulty records of business-related expenses must avoided to prevent an excessive tax burden.

The tricky part is educating clients on how to recognize what constitutes underperformance and overperformance.

It is important for entrepreneurs to have an exit strategy and to take control of their debt.

While advisors have embraced cheaper trades, the move may have long term effects on strategies for client portfolios.

Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.

It’s easier — and more lucrative — for financial firms to pander to clients’ worst instincts than help subdue them.

To secure retirement for both spouses, married clients need to determine their savings rate in their 401(k)s and take advantage of the employer's match.

Seniors hoping to begin retirement next year are advised to review their risk exposure, pay down their debt and save for additional health care costs.

Parents can match their children’s savings in a Roth IRA dollar-for-dollar on the condition that they agree not to dip into the accounts until they retire.

The current impact of fund rebalancing on front-month VIX futures is about 20% of daily volume on the index’s contracts.

The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.