Portfolio

A 50% allocation to equities for someone in their 60s still leaves someone with a lot of risk right before retirement, writes Jared Dillian.

Clients should save political beliefs for the polling place and letters to elected representatives; don’t let them cloud your investment decisions, writes financial planner Kimberly Foss.

Big changes to regulations and retirement planning could be in the mix following the Democrat’s election victory.

But the regulator also ordered record payouts in 2020, including restitution through a self-reporting program that drew industry ire.

It’s at least the second time in just a few weeks that the firm has sought to limit the expense of rewarding well-paid employees.

“Their top holdings are focused on those companies that have benefited in a post-COVID world,” an expert says.

The private equity-backed firm’s bottom line has been less affected by coronavirus-related low interest rates than its rivals, Moody’s says.

It's helpful to recognize that there are both policy implications and behavioral implications of elections, and that these have completely distinct market consequences.

What different outcomes could mean for financial planners and their clients.

The rule has faced a host of criticism from investors, environmentalists, asset managers and others.