Tax-efficient investing can quietly boost your returns over time. Learn how smart account choices and timing could help your ...

For many years, advisors have relied upon a conventional 60/40 stock/bond mix for client portfolios. Stocks would provide the desired growth while (hopefully) protecting against inflation, and bonds ...

Note: This article is part of Morningstar's Nov. 2016 Year-End Tax-Planning Guide special report. A version of this article appeared Aug. 4, 2016. It's a fact of life: Many investors begin putting ...

Building a truly efficient portfolio involves a lot more than a plotted dot on a risk-return graph, said David Blanchett, a managing director and head of retirement research at PGIM DC Solutions.

Investing can often feel like navigating a maze of endless options and ever-shifting market conditions. This is where the Modern Portfolio Theory (MPT) comes in, offering a roadmap for making smarter ...

In the intricate tapestry of the stock market, savvy investors often latch on to the golden threads of tax-efficient dividend stocks, effectively weaving through the fabric of the January effect.

The number of model portfolios designed to maximize aftertax returns is growing quickly. At the end of 2021, there were more than 275 models reported to Morningstar that list tax management as an ...

John Hancock Financial Opportunities Fund offers a 7.4% yield and capital appreciation, making it attractive amid high market valuations. BTO currently trades at a historically favorable premium to ...

Deploying tax-efficient strategies within an investment portfolio is one of the most critical roles of a financial advisor, especially because many investment managers focus on pretax investment ...

Cierra Murry is an expert in banking, credit cards, investing, loans, mortgages, and real estate. She is a banking consultant, loan signing agent, and arbitrator with more than 15 years of experience ...