Make no mistake: Higher oil prices are a headwind for an economy that doesn’t need one. But in context, it’s a relatively minor headwind, and not great cause for concern at this point.

Investors and their advisors are bombarded with investment ideas today. Advice appears everywhere—from Amazon to Yelp, Facebook to Fox and LinkedIn to NPR. ...

About 2,000 investment industry folks flocked to the 2014 Morningstar Investment Conference in Chicago this week, eager to network and hear some of the brightest minds in the industry speak. But networking was not limited to face-to-face during ...

As of year-end 2013, approximately $175 billion was committed to fundamental investment strategies and so-called “smart beta” or “alternative beta” implementations (according to ETF.com).  But whether these strategies and implementations are basi...

Rates could climb if there is a surge in borrowers competing for loans   If long rates remain flat, continue to hold intermediate funds   Default rates should remain low as long as the economy stays healthy

Delaying Social Security benefits is the equivalent of getting about a 6.5 percent bond return, said industry blogger and financial planning guru Michael Kitces. Speaking during the 2014 Morningstar Investment Conference in Chicago, Kitces told...

Smart beta—or alternative beta, as some call it—is getting a lot of attention from investors and advisors these days, and many fund managers are launching new strategies in this area. These funds weight holdings in unconventional ways...