Currency Exposure: Hedge or No Hedge?
Advisors should speak with investors about the dollar's strength -- and about diversification
Personalized Portfolios Are Under Attack
Robo-advisors and target-date funds are lulling investors into a "fairyland view of investing," and only human advisors can save them, Ron DeLegge says.
New Fund Takes Novel Approach to Protecting Against Stock Market Losses
New fund company says it can track the S&P 500, but limit losses to about 12.5% while capturing upside up to 15%. Has it found the elusive better mousetrap?
10 Best States for Retirement: 2015
Crime, weather and taxes factor into how the states stack up.
No Financial Sacrifice Required for Sustainable Investing, Morgan Stanley Finds
Sustainable equity mutual funds more than hold their own against traditional funds, according to the firm.
Explaining the Market’s Explainers
Often, they seem to be saying “I don’t like that!” but lack either the awareness or courage to acknowledge the subtext of what they’re saying.
Four Big Misconceptions Bond Investors Have Right Now
Many might think that if the Fed is raising rates that the economy must be in pretty good shape — but is it?
Have REITs Peaked?
Analysts explain what changing interest rates and other trends mean for real estate.
March Madness: Kleintop’s Sweet 16 Bracket for the Stock Market
“Making stock market predictions can be as challenging as forecasting basketball tournament winners,” Schwab's Kleintop says, but here are the factors he sees playing hardest.
Gross’ Replacements Thrive at PIMCO
The new managers of the PIMCO Total Return Fund have been trumping former boss Bill Gross since he left the world’s largest bond fund.