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  Funds

  Why Mutual Funds Can't Be Hedge Funds

  And why, right now, that's not such a bad thing.

  • Managed-Futures Funds: A Mess
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  Retirement Planning

  Natalie Choate: How to Deal with Improper Roth Contributions

  There are three courses you can take if you've contributed to a Roth IRA when you shouldn't have.

  • Where Recharacterization Is Alive and Well
• Funds

  The 3-Fund Portfolio: Reader Follow-Up

  The readers send their improvements to Taylor Larrimore’s three-fund portfolio.

  • The 3-Fund Portfolio
• Practice Builder

  Must-Knows About Qualified Opportunity Funds

  The Opportunity Zone program is designed to raise the economic vitality of thousands of struggling communities while providing a tax-break for capital gains.

Advisor Insights

• 2018 Morningstar Investment Conference
• A Focus On Essentials
• The New Pass-Through Business Tax Break
• 10 Questions with Cliff Greenberg
• Dressing for an Amazonian Storm
• Of Models and Management
• Do Investors Really Pay Attention to Fees?
• The Future of Clean Shares
• The Rise of Non-Investment Advisors
• Why Buy Annuities?
• Contrarian Investing
• Invest in HAL?
• When Investors Do--and Don't--Pay Attention to Fees

ETFs

• A Look at the Menu of Chinese Equity ETFs
• The Evolution of the Chinese Market
• Stay Diversified With This International Multifactor ETF

Funds

• Is It Surprising That Fidelity Magellan Isn't Drawing a Lot of Cash?
• Death Is a Way of Life for Liquid Alternatives
• A Bold Choice Among Bond Funds

Fiduciary Focus

• The Case for Dollar-Cost Averaging
• About That Best Interest Rule
• How Financial Advice Should Work
• Why Diversification Pays in Rising Markets, Too

Practice Builder

• Technology Tools Your Clients Should Be Using
• Collaboration Tools to Increase Your Productivity
• Would You Buy That Investment Again at Today’s Price?

Retirement Planning

• Natalie Choate: 3 Misleading IRS Forms
• Natalie Choate: How an Expert Botched Her Own RMD
• Avoid the Income Funnel Trap

Article Library

• Advisor Insights