Look beyond a leveraged fund’s gross return.

Just three in ten large-cap mutual funds outperformed the S&P 500 Index over the past year, according to data released this week. The numbers fall even further the longer back you look.

From low-volatility stocks to bonds and gold, the safety trade that reigned among exchange-traded fund investors is unraveling on signs of a rebounding economy and progress in U.S.-China talks.

The fixed income portfolio manager says clients need to understand they are never really investing for the long term, but for specific goals usually five to 10 years out—a home, college for kids, retirement—and how fixed income can help.

As interest in ESG picks up, these S&P 500-based ETFs should be in demand. But how closely do they track the original index?

Did custodians really factor in how the change would affect advisors?

Consider—and consider closely—intermediate-term bonds.

Concern is mounting that there are catches to this bargain that could surprise investors.