Tax Loss Harvesting: Beware of Unrealistic Expectations
Once an end-of-year tradition, tax loss harvesting can now be done year-round, and more efficiently. Beware of unrealistic expectations, however, especially from robo-advisors.
30 Best Big 401(k) Plans: BrightScope
These $1 billion-plus 401(k) plans saw higher participation, deferral rates and average balances in 2014.
Glenmede Small-Cap Equity: 2014 Small-, Mid- and SMID-Cap Equity SMA Manger of the Year
Glenmede’s Small-Cap Equity strategy was honored for consistency, discipline and "never wavering from core strategy."
5 Market Investing Tips for Rest of 2014
The strongest performing groups in the equity sector so far in 2014 could be promising in the coming months.
Brightman, Ferri Slug It Out Over Smart Beta
Is smart beta really better beta? Research Affiliates' Chris Brightman says yes, but Rick Ferri was having none of it at a Morningstar conference debate.
3 Top Managers on Their Biggest Mistakes and How They Pick Great Stocks
Chris Davis, Will Danoff and Dennis Lynch admit their mistakes and discuss how they size up the managers of firms they're pondering for their portfolios.
Dow Sizzled in 2013
The blistering performance included positive contributions from all industry sectors, according to S&P Dow Jones Indices.
Costa Concordia Salvage Highlights Higher Risks to Maritime Insurers
As ships grow larger, so do potential losses for both insurers and reinsurers—something investors might want to keep in mind.
On the Road to Independence
The dream of energy independence for the United States of America is fast becoming a reality.
Wanted: Smart Strategies for Wealthy’s Steeper Tax Landscape
Not since Jimmy Carter’s presidency have the very well-off been subject to such high tax liability. The increases are permanent.