Portfolio management

Advisors must understand the unique challenges presented by these companies.

Analysts are worried that flows to passive funds may create lockstep moves between shares, distorting the market.

Conventional wisdom is that 60/40 portfolio is highly effective. But there could be a better way to accompany large-cap U.S. stocks than U.S. bonds.

The funds will classify stocks using artificial intelligence.

Target date funds assume that the path to one’s golden years is linear and predictable.

It is "not for the faint of heart; it's a very fickle market," one advisor says.

Sometimes, a total non-U.S. stock index offering may backfire.

It's not just for December, but a smart approach throughout the year.

Ignoring lessons from past income-boosting strategies can lead to disastrous results.