Portfolio

A top performer in the large growth category, Thornburg International Growth Fund is hard to pigeonhole.

The mass-affluent are getting more serious about long-term financial objectives, although there is still a major gap between their retirement savings and retirement goals.

After 30 years of declining rates, this past spring was a modest reminder that the tide also rises. The next time will be a disaster unless your clients act now.

Breaking out of the traditional allocation model to include a much broader range of investment categories and using relative strength principals to reallocate frequently may be one way to achieve stronger results for clients.

Some academics maintain that if a client obtains an immediate annuity, it pays an income stream for life and the individual is less likely to outlive his or her money. But of course, many planners often see issues with this in real-life situations.

An annuity offers the investor income for life -- for a price. Considering the return on investment, how do annuities compare to bonds?

Challenges to social media protocols by employees fired for violating them are succeeding with increasing frequency.

Increases in medium- and long-term interest rates still pose risks, but the Federal Deposit Insurance Corp.'s Quarterly Banking Profile revealed that a rate recovery can also have advantages.

Not only are the requirements of the Affordable Care Act difficult and complicated for businesses to understand, but in many cases those aspects that businesses and their advisors think they understand are already slated to change in the future, according to one expert.

The more your home page talks about prospects, the more they will want to explore. So stop talking about yourself and talk about what your clients are interested in – themselves and their special needs.