It makes little sense to pay for active management that is not pulling its weight. Here’s how to tell if a manager is hewing too close to an index.

Carl Icahn's got company. | Copyright Michael Nagle, Getty Images Following the likes of Carl Icahn, Bill Ackman and Daniel Loeb, fund managers who have achieved high returns by rattling the cages of corporate CEOs and boardroom members to c...

Take a breath. Investors’ risk appetite may not yet be piqued.

While financial advisors started out the year more optimistic than they had been in all of 2014, their confidence in the U.S. economy turned negative in February. At the same time, advisors’ short-term outlook on the markets trended up...

It is not important to beat markets, but rather to accomplish personal goals under consideration of the right risk/reward when choosing an advisor or investment

It's getting harder and harder to climb the savings ladder. | Phil Ashley/Photodisc/Thinkstock The average U.S. household savings rate increased from about 5 percent in 2013 to 6 percent in 2014, according to a new study by Hearts & Wallets...

A strategy used by institutional investors to preserve capital is now easily available to individuals via retail funds. But do they perform as advertised? 

Bond ETF holders are bailing

At this point in time, volatility in the fixed income market may represent a greater risk than the potential for a sustained increase in rates.