Portfolio management

Most retirees said they adapted to their situation of having limited retirement income and they have had few regrets, according to a survey.

Stock Protection Funds could mitigate single-stock risk, but are they worth the fees?

In light of the strength of the economy and the banks, does it make sense for advisors and their clients to avoid financials when looking at dividend-paying stocks?

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

Non-traditional asset classes include structured credit, reinsurance and alternative lending.

Advisors must show how to consider the total cost of ownership.

A look at an 18-year period shows which is the better approach.

The options include indexes encompassing domestic, global and country-specific stocks.

Some investments are harder to advise on than others — think of rare coins and art — but advisors can distinguish themselves.

Smart beta and other factor investing often leads to more complexity than necessary.