Portfolio management

Stereotyping investors can cause long-term damage to financial success for clients and planners.

Prepare yourself for the next big market downturn which may be exacerbated by highly leveraged derivatives.

The BNY Mellon Womenomics Fund, which picks companies that hire and promote women, has beaten the benchmark Topix every year since its inception.

Advanced analytics is helping generate alpha, experts say.

The effective tax rate on qualified dividends for those in the highest income tax bracket fell.

The net outflows are staggering, but recent studies show the relationship is far more nuanced.

These loans can be a good option in some cases, but they're not a cheap way to borrow money so senior citizens with good credit may have cheaper alternatives.

One way to avoid the additional burden is to take advantage of tax-deferred retirement accounts.

The firm’s decision to launch a series of no-fee mutual funds had a simple rationale

Microsoft and Amazon.com are the fund’s top-two holdings.

Clients only get to reap the rewards of returns after investment expenses are paid.

With the increased popularity of open architecture systems, fewer RIAs are operating their practices solely based on proprietary tech from a custodian.

To experience higher potential gains, clients need to be willing to tolerate losses at least occasionally. Striking the right balance between risk and reward is the tricky part.

Many investors remember that the S&P 500 lost 39% in 2008, but few recall that the 10-year government bond gained 21% that year.

Portfolio managers say taxable alternatives have appeared cheaper lately when compared to the short end of the tax-exempt yield curve.

Clients still scarred from the losses are better prepared for the next market nosedive, advisors say.

Morningstar metrics can help advisors evaluate how vulnerable a company is in the transition away from a fossil-fuel intensive economy.

Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.

While diversification is important, more isn’t always merrier with these funds.

There are five niches that will be its future.