Portfolio

Reducing adjusted gross income might more than offset the loss of an itemized deduction.

The firm was "cut out" from an entire class of advisers, says CEO Alexandra Lebenthal.

Reducing adjusted gross income might more than offset the loss of an itemized deduction.

The stock picker, known for beating the S&P 500 for 15 straight years when he ran the Legg Mason Value Trust, will buy Legg Mason's stake in LMM.

Although millennials like impact investing, those with grandkids may also be on board.

Although millennials like impact investing, those with grandkids may also be on board.

Since last year's rout, exchanges, issuers of exchange-traded products and other market players have met to discuss improvements.

The stock picker, known for beating the S&P 500 Index for 15 straight years when he ran the Legg Mason Value Trust, will buy Legg Mason's stake in LMM, an investment adviser that he and the company jointly own.

While discount pricing can create confusion, these funds can also create opportunities for clients to unlock long-term cash flows.

First time since heady days of 1999 that all three major stock benchmarks hit high marks on the same day.