A $1.58 Million Portfolio with No Captain
Has your financial advisor contacted you lately?
Fund managers are bulking up on cash, Treasurys in preparation for a less liquid bond market
Imagine the bond market as a crowded swimming pool, except it's one where the water level drops whenever someone tries to leave.
Interest is booming for foreign-stock funds that limit the effect of shifting currency values
Here's a trick question: Are Spanish stocks up or down this year? For someone sitting in a Barcelona cafe, the answer is obviously up.
Being a Contrarian Investor Still Pays Off
Contrarian investing takes gumption.
How to Use ETFs for Tax-Loss Harvesting
Tax-loss harvesting can minimize your capital gains tax bill. But because of a specific IRS rule, you might want to replace your security with an ETF to...
PIMCO Bleeding Without Bill Gross, Layoffs Loom
Pimco's public feud with founder and legendary bond king Bill Gross is proving to be a lot more costly for the firm and its employees.
Exclusive: Market Regulators Probing Chaotic ETF Trades
Officials at the SEC and the NYSE are looking into issues surrounding massive ETF price plunges Monday, as market participants warn retail investors’ confidence in the market was rocked.
Nasdaq, S&P Dow Jones Eye Index Acquisitions
Executives from Nasdaq and S&P Dow Jones Indices signaled they are looking to expand their roster of index products through acquisitions.
A New Hedge Against Rising Rates
When the Fed begins exiting its bond-buying program, it could put upward pressure on Treasury rates. Here's a new way to prepare your portfolio for the move.
When to Pull the Trigger and Dip Into Savings
Dave Says: Should a retiree dip into her IRA to pay off her home equity home? And what do you need to know before investing in an ETF?
Should You Sell Mutual Funds to Buy ETFs?
If you sell your mutual funds to buy ETFs, be sure to do it for the right reasons.
ETFs to Play a Real Estate Recovery
Real estate investments are rising in popularity as a combination of strong fundamentals, near-record low mortgage rates and a drop in foreclosures supports the notion that housing is on a road to recovery.
As ETFs Explode in Popularity, Industry Pioneer State Street Lags
The ETF boom may be leaving its architect behind.
Set it and forget it? Robo advisers offer less costly investment option, but are they for you?
Some of Wall Street's newest investment advisers don't have a degree in business or a corner office in Manhattan.
Stock pickers make their case, hoping to stem the flow of billions of dollars into index funds
Is it worth it to pay a stock picker when index mutual funds are so cheap? More investors are saying no, and billions of dollars are jumping onto the index-fund bandwagon by the month.
Another good year for funds means higher tax bills for some; stock pickers still struggling
Even the most pleasing ice cream on a hot summer day can result in a headache.
An Inside Look at Creating a Game-Changing Index
The Nasdaq 100 index changed the trading landscape when it launched in 1999. Here's the inside scoop on how it came to be, from its creator.
BlackRock Logs 10% Jump in 1Q Net, Exceeds Estimates
The New-York based company posted a 10% jump in net income as investors increasingly turned to the money manager's higher-fee stock funds.
Blackstone, State Street Unveil New Loan ETF
Blackstone and State Street are teaming up to offer the first actively managed senior loan ETF for high-yield investors.
April Swoon Averted—For Now
The market righted itself by day’s end, but at this time last year, the market stumbled and didn’t bounce until June.










