GE shows what can go wrong with dividend strategy
It's rare but blue chip stocks do cut dividends, and it can be a while before indexed funds can drop them from their portfolios.
Advisers still wary of bitcoin as interest grows
Debate rages over whether digital asset is a new currency or risky fad.
Millennials, women drive assets to ESG strategies
The number of ESG funds has increased sharply over the past few years, and interest is growing among advisers.
Brace clients for a big capital gains season
Market-driven gains and active-fund outflows mean high distributions.
The history of bonds — at least since yields hit record lows last year
The funds that have fared the worst since the low in interest rates have been those with the longest duration.
History of presidential shocks to the stock market
Most political scares have had short-lived effects on stocks. Here's a look at the big ones.
Timber ETFs get bump from natural disasters
At a time when most commodities funds are sucking wind, lumber prices have soared
Advisers: Morningstar’s star ratings not much use, but clients love them
Professionals say the WSJ article's point isn't exactly new, but that fund companies might be misleading investors by using the ratings in ads.
Advisers can harvest a surprising amount of tax losses for clients this year
Despite the huge market run-up, there are still plenty of areas from which to harvest losses.
These fund categories are lagging in the bull run
Energy, real estate and small-cap value funds have struggled this year compared to other categories.