Mutual funds

S&P 500's New High: How'd We Get Here?

Three weeks after the Dow Jones industrial average blew past its all-time high, the broader Standard & Poor's 500 index joined it in the history books.

Her Financial Goal: Get a Handle on Retirement Planning

Everyone has things they want to improve about their financial lives -- and we in the AOL newsroom are no exceptions. So we asked money expert Jean Chatzky for advice on how to reach our goals. Today: A music editor who wants to understand more about her 401(k).

Could Your Next Stockbroker Be a Credit Union?

Credit unions, with their favorable interest rates and low fees, can be good alternatives to big commercial banks. But if you're an investor looking for a one-stop shop, you may shun them for their lack of online stock trading services. Well, don't: Many now offer online brokerage accounts, too.

If You Haven't Done This Lately, Your Portfolio Is In Danger

2012 was a good year for the stock markets. But if you want to be prepared for the next correction, whenever it comes, there's one easy-to-implement strategy that has helped investors through the bumps and dips more than any other: rebalancing your portfolio.

The Dangerous Problem Behind ETFs' Big Asset Surge

Thanks to their lower fees, most ETFs do better for investors than similar mutual funds, and investors have noticed: They poured $154 billion into ETFs in 2012, while yanking more than $119 billion out of stock mutual funds. Just one problem: Most of that money went into the wrong kind of ETFs.

What Every American Should Know About the Capital Gains Tax

One of the most contentious issues in the debate over how the U.S. government can increase its revenues involves the capital gains tax rate -- the rate investors pay on their profits. Here's what you need to know to understand just what both sides are arguing about.

Main Street Investors Force Big Changes in Wall Street's Fees

Historically, the asset management industry has been merely an easy way for money managers to get rich at your expense. Even today, 401(k) fees alone rob us of $60 billion a year. But investors have caught on and are demanding lower fees -- and lately, they've started getting them.