Portfolio management

The real question is, how long are you willing to stay with a trade if you're sure you're right.

The firm expects to add $10 million in revenue once the deal closes later this year.

A portfolio that minimizes the frequency and magnitude of losses, while maintaining an equity-like overall return, may be worth emulating.

Although earnings in a deferred annuity will not be included in an investor's adjusted gross income, future withdrawals from the annuity could trigger a bigger tax bill.

Few dividend-oriented funds use this important metric to find stocks.

It would raise enough new revenue to more than restore long-term balance of the program.

The purchase is part of a plan to add younger clients and tech startups to its stock-plan administration business.

“Pretty much every central bank is now talking about global downside risks, and that’s helped bonds rally,” a portfolio manager says.

Mortgage rates fell to their lowest level in 10 months, bringing good news for house hunters as spring's home buying season approaches, according to Freddie Mac.

Clients who check their portfolios every 15 minutes — or every 15 days — may not be good candidates for the moderate-growth performance of a broadly diversified portfolio.

Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.

Planners share their favorite out-of-left-field appeals for advice.

It’s often hard to know just what is driving investor decisions.

Vanguard's founder had bold ideas that reshaped investing. He changed my life — twice.

Brexit, worries about trade wars and rising interest rates have prompted a selloff in developed country stocks.

Money managers would be better off selling holdings at random, a study suggests.

Muni bonds are giving younger investors the opportunity to put their money to work in ways that they value.

This analysis may help calm jittery clients when their portfolios take a sharp downturn.