Portfolio management

A cornerstone of what drives American capitalism, the number of IPOs has plunged even as the stock market, and tech stocks in particular, have been hitting new highs.

Advisors must be prepared with tax and planning strategies to help when clients fall ill.

The real concern is not just that actively managed funds could disappear but that the entire market could be left for dead.

Sometimes it’s business. Sometimes it’s sentimental. Whatever the reason, it’s almost always problematic when a client insists on keeping a very large position in a single stock.

Can three foreign market index funds outperform a single total non-U.S. market index fund?

This sector had a bad name for years after the crisis. Is it time to include it in portfolios?

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.

Behavioral economics, essentially a combination of economics and psychology, is tailor-made to help straighten irrational decisions when it comes to portfolio construction.

There are ways to prompt a more accurate “risk answer.” Instead of framing losses as a percent, use dollar terms to drive the point home.

Whenever any investing style becomes too popular, future returns are likely to lag.

Advice from DoubleLine founder and CEO for competing with the ever-evolving robo landscape? “Work hard.”