Paul Jacobs, CFP

There are plenty of reasons to dump a mutual fund or exchange traded fund (ETF) besides poor performance. Here are 10 reasons it might make sense to sell a solid performer.

While many 529 college savings plans offer standardized glide paths that reduce risk as the child gets closer to college, these paths are one-size-fits all. Parents can do better.

Adding private equity funds to your portfolio can lead to higher returns and lower risk over the long term, but choosing a private fund takes much more due diligence than selecting a mutual fund.

Now's the time to reduce risk and bring your portfolio in line with your long-term asset allocation. But selling without a tax strategy could result in higher taxes than necessary.

Investors in foreign stocks have suffered through several years of underperformance, while the U.S. market has been on quite a run, but it's time to rebalance your equity portfolio.

Both mutual funds and baseball generate reams of statistics. With the baseball season about to begin, let's take a closer look at which stats may help you pick winners and which ones are mostly noise.

With investors looking to set their strategy for 2013, now is a good time to make sure you're strategically using both active and passive funds to do the jobs they're best suited for.