Portfolio management

Can a single mega total-market index fund outperform an equally weighted basket of large-cap, mid-cap and small-cap funds? The answer may surprise you.

Surviving spouses will either receive their own Social Security benefit or the survivor's benefit, whichever is higher. But they also may get pushed to a higher tax bracket, which. in turn, could mean higher taxes on Social Security benefits.

Concentrate on the factors that you and your clients can control.

The partnership marks the third deal since a major private equity investment in April.

There are two that hold stocks that have boosted dividends for 20 years or more.

Fundamental indexing is drawing more scrutiny, and greater concern about how these indexes are assembled.

If these ratios increase along with stock prices, how high is too high?

A majority of advisers (60%) want to diversify using the same investment vehicles regardless of market conditions, yet 27% say today's market makes diversification harder with current asset allocation.

Taking a 20-year outlook is the best way to make gains, says Lipper number cruncher Tom Roseen.