Stocks

Conventional wisdom is that 60/40 portfolio is highly effective. But there could be a better way to accompany large-cap U.S. stocks than U.S. bonds.

Sometimes, a total non-U.S. stock index offering may backfire.

There are things to learn from that debacle. Just don't overdo it.

As the Dow tops 23,000, remember the largest percentage drop in history.

Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.

Some advisers prefer to allot a small pool of money to 'play' with

Advisers have turned into the new active investment managers.

Actively managed funds saw the majority of the largest outflows this year as investors flocked to less expensive passive alternatives.

Passive investments garnered most of the investor cash so far in 2017, but beyond that it was a wide net: S&P 500, small cap, emerging markets, fixed income — anything that could be structured as an ETF.

Small-caps carry risk, but they don’t have to be expensive too. Here are 20 with the best returns over the past five years and the lowest expense ratios.

When markets are high, everyone feels like genius, but they still have to pay expenses. Help clients keep them low.

Do they really deliver better risk-adjusted returns? A Morningstar panel said yes, but contributing writer Allan Roth disagrees.

This year has been a wild ride for clients and advisers, and it’s only just begun. Here are some things to keep in mind as advisers craft portfolios for the rest of the epoch.

If shares of companies such as Wal-Mart start to falter, that'd be a clue that measures such as the border adjustment tax are gaining traction.