Portfolio

It's been a mostly up year for stock investors.

Strategists say the rally that pushed U.S. stocks to successive records this year isn’t ending anytime soon.

We can all agree that rebalancing is key to good risk management but there is no universal agreement on the best way to approach the process.

A self-reporting program on 529 plan share classes yielded five more settlements, and wealth managers agreed to pay a combined $15 million.

A committee says summaries provided by firms are full of jargon and readability issues. But fiduciary and plain-language experts say Form CRS itself needs an overhaul.

Regulators rejected a pair of proposals to offer physically backed Bitcoin exchange-traded funds, handing crypto enthusiasts a proverbial bag of coal ahead of the Christmas holiday.

Small companies, value stocks and foreign markets have been horrible performers in recent years, leaving them cheap and unloved — which is why they merit another look.

Yan Zhao, President of NYDIG as she exploreshow Bitcoin is experiencing wider adoption in the traditional finance world, and why that is.

Local companies and organizations can spread capital much better than global corporations and institutions, according to practitioners in the field.

Investment products sold as being ESG-related had another record year, but clean-energy stocks are seeing a decline.