Stan Luxenberg

After stagnating in 1999, real estate funds soared. During the next seven years, the fund category returned 21.8 percent annually, according to Morningstar. Now some advisors worry that the real estate rocket ship is...

When the market dives, that’s when hedge funds—well, those true to their name—are supposed to earn their money. That’s because many hedge funds are designed to avoid big losses and make money...

When the mutual fund scandals broke in 2003, some of the most notorious villains were so-called side-by-side managers money managers that ran mutual funds and hedge funds at the same time.

After Eliot Spitzer discovered the fund market-timing scandals in 2003, regulators searched for a solution. One approach proposed by the SEC was to boost redemption fees, socking speculators with extra costs for their...

By now, you may have heard more than a few clients complain about the magnitude of the tax bills for short-term capital gains that they'll be paying in April. The rising market produced a gusher of trading profits in...

In September 2003, New York Attorney General Eliot Spitzer announced that hedge funds and other speculators had fleeced mutual fund shareholders. Employing the tactics known as market timing and late trading, the...

Sure, automatic asset-allocation 529 plans are convenient. But you'd better be careful: One state's "conservative" allocation is another state's "aggressive" allocation

These days, baby boomer investors want both security and low fees. To get both, product makers are blurring the distinctions between mutual funds and annuities