Portfolio

The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.

Macro funds, which invest in broad global trends, had the biggest disparity.

Retirees may benefit from moving money to various locations that offer better savings rates and returns.

"We seek to finance the government at the least possible cost to taxpayers over time," said Treasury Secretary Steven Mnuchin.

To grow, firms need to be as engaged in the marketing and sales side of their business as they are in the investment side.

Once a top-performing fund with assets well over double today’s value, Templeton’s flagship bond fund has been diminished by the march of passive investments.

Although the federal penalty was axed for those who failed to register for a plan, some states will continue to impose the coverage mandates.

Successful deals are generating a high degree of confidence in the M&A market.

Investors who plan to retire early are advised to start saving as soon as possible and diversify their earnings with multiple sources of income.

The bank is an aggressive recruiter of HNW and UHNW talent.