Index investing allows market participants the ability to build their ideal portfolios using baskets of stocks and bonds.

If the stock market starts getting bearish, consider these ETFs to provide portfolio protection, risk mitigation, and even a positive performance.

Mutual funds are many things, but "tax-friendly" usually isn't one of them. These are the exceptions.

The income matters in retirement more than total returns. Read how we manage portfolios by combining value investing principles with opportunistic capital recycling.

John Hancock 2045 Lifetime Blend Portfolio fund posted a gain but slightly underperformed its benchmark. Read more here.