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, it's all about open architecture. Money manager Kenneth Fisher is having none of that. Fisher hires reps to gather assets for him to run on a discretionary basis

Interview with Ralph Parks, founder of Ralph Parks Investment Group in Pittsford NY

Market historian and portfolio manager of the Teberg Fund, a fund of funds

Curtis Teberg, market historian, former broker and portfolio manager of the tiny $35 million Teberg Fund in Duluth, Minn., is betting on a monster rally in the stock market during the 15-month midterm election cycle

Alvin Toffler and his wife, Heidi, authors of the classic, Future Shock, argue that economists stink at forecasting, that wealth is moving from the West to the East

A handful of money managers have placed incentive fees on some of their funds, but inherent flaws and an unproven track record are enough to give advisors pause

Real estate has been the fastest appreciating investment for many people during the past several years. With interest rates rising, however, recently there has been a softening of the real estate market in many parts of the country. Some...

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

Postponing Social Security payments is often a smart idea that leads to a healthier retirement