With less than 18 months to go until Jan. 1, 2011, the prospective trust tax is less of a risk than ever to investor returns. In fact, it’s shaping up as a bullish event, even a potential windfall. Read More

With investors anxious to maintain some downside protection, value funds have outperformed their growth brethren by a wide margin for more than a year. But growth funds are quickly regaining their dominance, with small-caps leading the way. Read More

Two new bond issues and a significant debt pay-down are the clearest signs yet of falling credit risk for the well-run, low-leverage enterprises in the Income Portfolio. Read More

The best way to profit from the new 1970s: Stick to the strategy and sector allocations we’ve outlined over the past nine months. Read More

Asia’s economic development and aging population bode well for the region’s health care sector. Read More

In every issue of Personal Finance, we discuss a handful of stocks that never make it into a portfolio. Here’s an update on how those ideas have performed and a recap of four of our favorites. Read More

The US recession is over, and the economy is poised for recovery. Here’s how to play the turn. Read More

As we’ve been projecting for months, the worst US recession in decades came to an end this summer, and that’s great news for the broader market over the next few months. Read More

The three major US stock indexes advanced as financials led the gain. Read More

The three major US stock indexes mostly stayed flat through out the day but fell into the red at the end of the session. The materials sectors gained the most. Read More