Investment

For 23 years, Andrew Costanzo, of Costanzo Financial Group, focused on preserving principal for his clients using fixed instruments, a strategy that lends itself nicely to the tenets of buy-and-hold. But Costanzo doesn't want to have to tell his ...

Unnerved by volatile markets, investors have been dumping equity funds. Large-cap funds have suffered particularly big withdrawals, according to Morningstar. During the 12 months ending in September, investors pulled $37 billion from large growth...

If there's one lesson to be learned from this year's market, it's this: Be prepared for a visit from Mr. Volatility. Recently Greece, and now Italy, have shelled domestic investors with V-bombs, making rubble out of many portfolios. With Portugal...

Roger Wohlner is a target date fund skeptic. A fee-only financial advisor for both retirement plans and individuals, Wohlner worries that target date funds — which invest in a mix of assets with the aim of reducing equity exposure as participants...

Exchange-traded funds have multiplied rapidly over the last few years, but FAs still prefer mutual funds. A new Aite Group survey of 440 FAs found that mutual funds represent 25 percent of advisors' assets under management, while ETFs make up just...