Portfolio management

Tax-free withdrawals could outweigh an employer's match if early withdrawals are made for expenses like health care.

New digital currencies are subject to little or no regulation, the investor protection watchdog cautions.

Retirees should stick to their strategies and diversify their portfolios with various sources of income.

Record-high stocks, growing geopolitical risk. Is our current market becoming eerily similar to 1972?

The right strategy can help minimize their future estate taxes.

The ninth-largest dividend cut ever in the S&P 500 raises concerns of sector concentration.

Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.

With plans to offer six new funds, the passive investing giant is seeing strategic beta as an opportunity, not a threat, says one contributor.

Despite critiques, Schwab Intelligent Portfolios will keep its cash allocations for clients.