Portfolio management

Often-obscure factors affect the returns of individual funds that mirror similar indexes. Here's what you need to know.

Individual investors who were ahead of the S&P 500 for most of 2020 have been stuck behind the benchmark since early 2021 as stay-at-home and meme stocks struggled.

The time-saving investment management tool also requires a look under the hood to examine the funds inside the portfolios, financial advisors say.

A joint drop in equities and bonds is hitting exchange-traded fund investors with the worst start of a year in a decade.

Strategists say the rally that pushed U.S. stocks to successive records this year isn’t ending anytime soon.

Muni bonds have not been not the quick way to big returns in 2021. But for the right client, they are the perfect addition to a portfolio focused on stability and low risk, advisors say.

When a spouse needs long-term institutionalization, it may preserve assets for the healthy partner and for heirs — but there are downsides.

Advisors and researchers have spent years analyzing the connection between how clients’ wellness affects portfolio decisions. Here’s how far they’ve come, and why learning more is crucial.

Advisors must grasp the nuances of cryptocurrency products to explain them to clients in layperson’s terms.

Three firms outperformed the rest in a new J.D. Power study, but the fund companies have some very basic problems.