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Morningstar
The decade’s worst-performing active funds
These expense ratios were closer to the average fund fee in 1996.
Top-performing active funds since the financial crisis
Many sectors have rallied the past decade, but tech and health care outperformed.
Low fund prices aren’t everything: Tax Strategy Scan
A big difference in fees may not be enough to offset taxes on capital gains.
Mind the age gap with retiring spouses
Couples born many years apart need extra guidance as they prepare for their post-work lives.
The HSA opportunity clients miss
The right health insurance is all that’s needed to use this triple-tax advantaged savings account.
Funds with the biggest redemptions lost $86B this year
The biggest losers so far? High yield bond and large value products.
20 funds that lagged their benchmarks the most
Some funds that were in the black still turned in a poor performance — it’s all relative.
Investment tax shock — how clients can avoid the pain: Tax Strategy Scan
Failing to monitor reinvested dividends could boost their tax bills.
Can these 3 ETFs guard against rising interest rates?
With stock selection pegged to 10-year Treasury sensitivity, can these ETFs work when short-term rates rise?
Top funds that beat their benchmarks
A 20% gain sounds good, until you find out the category returned 30%.
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