The Short Answer

Following this rule of thumb might serve you well in case interest rates go up.

HSAs can be supplemental savings vehicles for the healthy and wealthy, but others should steer clear.

Save your statements if you're paying an investment advisor directly.

R-squared can measure an investment's correlation with an index, but there are limits.

A growing field of study can save you from your worst instincts.

Make changes to your asset-allocation mix only on an as-needed basis.

Make sure you're looking at more than just performance.

This tried-and-true investment method helps investors navigate volatile markets.

How to navigate when fear is running high and yields are running low.

Often-costly private loans should be a last resort.

Conduct these steps before transitioning to an all-digital filing system.

In addition to making ends meet, be sure you don't give short shrift to your long-term goals.

Annualized figures illustrate the difficulty of recouping big losses.

Costs and tax considerations are key factors when pondering such a decision.

Decide what attributes you value most, then go from there.

A globetrotting portfolio could have an impact on your bottom line.

This Morningstar.com feature can help you visually evaluate how a fund invests.

Rolling returns can provide a more complete picture of an investment's risk/reward profile than trailing figures can.

Thinking through eligibility, tax rates now versus in the future.

This illustration should help you make sense of capital gains distributions.

Here are some tips for introducing your kids to mutual funds.

Whether you accept the dealer's replacement is up to you.

Options for those who want to invest according to their social conscience.

Use this checklist to spot-check your portfolio in the new year.