Portfolio

Local revenues are on the rise—the first quarter of 2011 market the sixth consecutive period in which state and city revenues have increased.

For love or money, art as an alternative investment can enhance your clients' portfolios.

Estate planning is a critical part of the planning process and ideally should be a group effort, involving attorneys and accountants as well as planners.

An unexpected windfall is welcome, but stressful. Here's a plan for helping clients cope.

As actively managed funds lose their luster, the mutual fund industry is working to capitalize on new trends.

The firm has embarked on an aggressive strategy to double the assets in its managed account group over the next five years and these two men are leading the way.

Yields on money market funds have eroded since 2007, but the worst days may be over.

Clients should update their wills after births, deaths, marriages and — especially — divorces.

The precious metal plays the role of insurance: There when you need it and quiet when you don't.