Stocks

Stocks rallied around the world on signs the global economic expansion that pushed benchmarks to records in 2017 remains intact.

Rarely have investors had such consistent, steady gains, and abundant anomalies, says one expert.

Record-high stocks, growing geopolitical risk. Is our current market becoming eerily similar to 1972?

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.