Portfolio

Bill Harris shook up the financial services industry as CEO of both Intuit and PayPal. Now he's got his eye on financial advisors.

An advisor to non-U.S. citizens needs to consider where they are domiciled before refining a planning strategy.

Outflows, weak supply, rising interest rates, and mediocre returns are forecast for the municipal market as it prepares to ring in 2014 — in other words: more of the same.

Have you considered how much more enjoyable your own post-work years might be if you’d only take the time to mentor the next … you?

Treasuries reached the cheapest level relative to stocks in 3 1/2 years before U.S. data today projected to show durable-goods orders rebounded, bolstering the case for the Federal Reserve to further slow stimulus.

Suggest delaying and many clients will counter that forgoing years of benefits will take a long time to make up. But it's not as long as they might think.

Treasuries Reach Cheapest Level Relative to Stocks on Fed Prospects

Set objectives for one simple, powerful reason: to identify what matters most to you. That will make it easier to build your business.

Looking to make a move? Here are top 10 tips from Danny Sarch, president of Leitner Sarch Consultants, to help you get everything you think you're worth.

Here's how to prepare as you and your clients head into the tax-filing season.