Portfolio management

Clients who check their portfolios every 15 minutes — or every 15 days — may not be good candidates for the moderate-growth performance of a broadly diversified portfolio.

Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.

Planners share their favorite out-of-left-field appeals for advice.

It’s often hard to know just what is driving investor decisions.

Vanguard's founder had bold ideas that reshaped investing. He changed my life — twice.

Brexit, worries about trade wars and rising interest rates have prompted a selloff in developed country stocks.

Money managers would be better off selling holdings at random, a study suggests.

Muni bonds are giving younger investors the opportunity to put their money to work in ways that they value.

This analysis may help calm jittery clients when their portfolios take a sharp downturn.

Clients are advised to diversify their tax positioning when investing for retirement, one expert says. This can be done by contributing to three buckets: taxable, IRA (pretax) and Roth (posttax).