I think I get the idea of "taking money off the table" when it comes to investments. What I don't understand is when you should do it and how much. Any advice? -- Mark Tyner,...

Nearly 60% of independent advisers think a double-dip recession is unlikely over the next six months, and more than 60% expect the S&P to increase in the same period, according to a survey released recently...

Having hit the midpoint of 2010, we’re doing a week-long spree of tax planning posts this week (check out the earlier one on figuring out if you’ll be square with Uncle Sam). As any tax...

Now the ETF game is really getting interesting. Vanguard announced it has removed trading fees on all 46 of its exchange-traded funds. In addition, the fund group lowered its commissions for buying or selling stocks...

A new survey out today from Hewitt Associates finds that 401(k) investors haven't been very busy lately. Just 16% of participants made any kind of fund transfer in 2009, vs. about 20% the year earlier....

Charles Schwab lost a big court decision last week in a case that has significance for investors in mutual funds. A federal judge ruled that Schwab violated the law when its YieldPlus ultra-short bond fund...