Investing in Mutual Funds

In the current market climate, these closed-end funds employ strategies that are less risky than large-cap dividend stocks. Read more

In simple terms, smart beta funds are passive index funds with an actively-managed twist. Whether they’re a smart alternative is another question entirely. Read more

Morningstar recently announced its 2015 Fund Managers of the Year. Are they worth the added expense? Read more

Keep these key considerations in mind when weighing active versus passive funds for your portfolio. Read more

While junk bond funds grabbed the headlines for 2015’s biggest fixed-income loser, municipal bond funds sneaked under the radar to take the crown as leader. Read more

With all apologies to Vanguard Group founder John Bogle, indexes stink when it comes to investing in emerging markets. Read more

For brave investors, the sell-off in junk bonds and junk bond funds has created some attractive opportunities. Read more

The primary purpose of 529 plans is to save for college expenses, but they also allow for deductions against state income taxes. Read more

The end of the year is a good time to take a look at how a long-term diversified portfolio is doing and consider the asset allocation mix. Read more