Ilana Polyak is a freelance journalist who writes about personal finance and the financial advisory industry.
Although some investors choose between active and passive portfolio management, there's a third option incorporating both: core and explore.
Advisors are retooling, recognizing tomorrow's clients will have different priorities and preferences than their baby boomer parents did.
Retirees must manage Social Security income well to avoid the "tax torpedo," which depends on how much other income you have.
Tax alpha is the outperformance that an investor can achieve by taking advantage of all the available tax-saving strategies.
With so many actively managed funds and so many strategies, it's hard to choose the right one. Financial advisors offer some ideas.
SMAs are private portfolios overseen by professional managers in which funds are not commingled and investors can monitor purchases.
Hedge funds offer potential downside protection but come with a host of drawbacks that might make investors think twice about them.
For most investors, putting together a simple portfolio of index funds is easy to construct, simple to manage and cheaper to pay for.
Low costs, predictability and the overwhelming positive performance of the broad indexes have swayed many investors to indexing's corner.
Most retirees depend on Medicare, but it's not a one-stop program, and it requires a lot of research. Here's what you need to know.