portfolio

Wealthy Investors Are Bullish but Cautious

A new study reveals America%u2019s wealthiest investors think the economy will improve but are very risk-averse. Still shell shocked by the financial crisis, they're focusing on wealth preservation over riskier wealth building strategies.

Four Rules for Tax-Efficient Investing

Taxes can be a big issue for investors: No one wants to make money on an investment only to have to give a major portion of it to Uncle Sam. So instead of asking politicians for a tax cut this year, investors may want give one to themselves by adopting some tax-efficient investment strategies.

Is the All-ETF Portfolio a Good Idea?

Portfolios made up entirely of exchange-traded funds could have appeal, as ETFs often have lower expense ratios than many mutual funds and they trade throughout the day. But investors should be careful, as buying ETFs based on speculation that an industry or market segment may outperform can be dangerous.

A Broker's Nightmare? An Educated Investor

Want to invest wisely? Understand your goals and determine whether increasing your risk through more aggressive exposure is worth the upside. Advisers will focus on other things like market predictions and stock picking. Why? Because an educated investor wouldn't need them if they concentrated on what matters.

IT and the Art of Efficiency

Higher productivity is good for both companies and workers, but where do improvements in productivity come from? The second entry in a three-part series exploring efficiency in the workplace.

Should I move my IRA funds to cash?

We've been seeing a lot of questions from people about whether they should take their money out of stock investments and put it into cash. If you...