Portfolio strategies

Exchange-traded funds focus on natural gas and technology did horribly last year, but they're still drawing in new money.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

The low-cost, passive manager is also opening up separately managed accounts to its ETFs for the first time.

Used correctly, wealth management technology has the potential to improve the experience for clients and advisors alike.

Always essential but rarely the portfolio star, the strategy aims to provide positive returns in down markets when investors need them most.

Starting this month, the interest rate on I bonds is dropping back down to earth. But before you feel the pangs of FOMO, consider these other options.

Investing in enterprises trading at a discount to full value helps mitigate risk and reduce portfolio volatility.

While diversification is hot again, these funds haven't always managed to work as advertised.

Old rules of thumb on spending are being tested by the tough economy and soaring rents.