Portfolio

The last government shutdown highlighted how many Americans ignore basic planning lessons.

Clients can avoid tax liability on their capital gains by donating securities that have appreciated in value, an expert says.

Retirees who opt to file at a much later date can earn delayed retirement credits that could boost their benefits by as much as 32%.

One of the two new hires is an industry veteran of 34 years.

Thomas Buck misled clients in order to charge them excessive commissions, according to federal prosecutors.

The hybrid RIA wants to reach $10 billion in assets within four years.

Outfits like Ken Griffin’s Citadel and Ray Dalio’s Bridgewater have grown so big that they’ve effectively become printing presses for their ultra-rich owners.

Although earnings in a deferred annuity will not be included in an investor's adjusted gross income, future withdrawals from the annuity could trigger a bigger tax bill.

After half a century, Christopher Sargent is making his first career change.

The recruits will operate from a new Cincinnati office.