Portfolio

Experts recommend that employers be more flexible with workers who borrow money from their 401(k) plans, such as giving more time for repayment or allowing loans to be rolled over to the next employer's plan.

McCulley’s exit further reduces the ranks of Gross loyalists in the wake of his abrupt departure Sept. 26 to manage a small fund at Janus Capital Group Inc. Pimco’s new management and investment team are seeking to reassure clients after a year of record redemptions and co-chief investment officers Gross and Mohamed El-Erian left.

As senior executive vice president of the American Stock Exchange from 1986 to 1993, Riley oversaw derivatives trading and “was the driving force in the development” of the ETFs known as SPDRs.

A Stifel-Sterne Agee merger would dwarf other moves made last year.

Understand the importance of fostering trust in client and professional relationships in order to create a stronger business.

Plus, how long-term capital gains are taxed; the smartest ways clients can use their returns; and ways to turn a client's tax losses into gains.

Gold extended a rebound from the lowest level in six weeks after minutes from the Federal Reserve’s January meeting signaled many officials were inclined to keep interest rates near record lows for longer.

The IRS warned tax preparers and other tax professionals to be on guard against bogus emails seeking updated personal or professional information.

While regulatory costs pulled-down full-year profits, the giant IBD seemed to turn a page at year end with a 9.8% spike in fourth-quarter earnings.

The fiscal 2016 budget includes proposals to limit the value of itemized tax deductions for IRAs and 401(k)s and other expenses to 28%.