Portfolio

The hedge fund he founded, Appaloosa Management, has returned 25% a year since inception in 1993.

Chris Moynes manages the finances — and lifestyles — of 75 hockey players, 10% of the NHL's active roster.

FINRA Rule 3210 typically requires permission for brokerage accounts.

An average couple aged 65 who are about to retire this year will need $285,000 to cover healthcare expenses.

Years of trial and error and research behind the scenes and continuing client-facing education resulted in the portfolio-mix sweet spot.

Although the firm sees risk parity as a way to compliment holdings of its biggest customers, critics see a volatile fund that has underperformed.

A lump-sum distribution for net unrealized appreciation on employer stock can slash a tax bill in half, but there’s plenty of fine print.

With income taxes attached to hardship withdrawals, they are often advised to carefully weigh other options.

Making sure what we say and what clients hear has been a trial-and-error process, but one that’s yielded useful results.

The team joins Raymond James’ burgeoning brokerage ranks, which recently hit 7,862 independent and employee advisors.