When the market crashed in 2008, most stock funds collapsed. But a handful avoided serious losses, shifting to cash or taking other defensive measures. The winners attracted assets. Fund companies took notice and introduced dozens of tactical ...

Under normal circumstances, I provide insight and analysis on the monthly jobs report at the beginning of each month. This month Washington politics has interrupted my routine with the partial government shutdown postponing several important d...

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ETF companies have been rushing to introduce portfolios that weight holdings in unconventional ways. Popular choices give each stock an equal weighting or emphasize holdings with characteristics such as low volatility. Many of these so-called ...

Investors plan to boost their allocations to ETFs, and they want advisors to help them.