Stocks

Clients who want to save for their children’s education may be better off using a 529 plan than a Roth IRA.

The decision marks a shift for firm, which has largely ridden its equity-fund offerings.

Advisors have a dizzying number of ways to answer. Over a five-year period. Over 30 years. Compared to a certain sample portfolio. Which should you choose?

The last time SPY saw inflows of this magnitude U.S. stocks were on the cusp of a bear market in late 2018.

Clients who owe the IRS should pay their taxes by April 15 even if they have already secured an extension.

Data reported by the Investment Company Institute.

Fourth-quarter volatility wrought negative year-over-year results for two-thirds of firms in J.D. Power’s annual survey.

Data reported by the Investment Company Institute.

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

There’s more on investors’ minds than fees after U.S. stocks suffered their worst year in a decade, a new study finds.

Data reported by the Investment Company Institute.

Trade tension and a record-long government shutdown have left many in the “more defensive parts of the market,” one TD Ameritrade strategist says.

The pessimism is especially unusual given that the group’s asset flows haven’t moved opposite the market in more than a decade.

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

The stock market typically recovers from bear markets in far less time than most doom-and-gloomers think, says an expert.

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