Portfolio

People in higher income brackets can consider replacing less of their pre-retirement income than the 80% usually suggested by financial planners; Plus, five things retirees can do to navigate the current environment.

Market performance under different U.S. presidents highlights the importance of heeding this key economic measure.

Mark Avallone, founder of Potomac Wealth Advisors, says insurance products are good for young clients.

Three clever steps advisors can take to propel their firms forward.

Planners should know about swap powers to help clients realize their tax and asset-protection benefits.

Every advisor must confront rejection. But there are some upsides to falling down.

Tech dinosaurs will ultimately lose out to fleet-footed advisors who quickly embrace the latest innovations.

Dump, delay, delegate and do: It could work for you.

Retirement investors who want a new approach to asset allocation may consider one that classifies securities based on how long they intend to keep the investments in their portfolio to achieve their targets; Plus, which retirement savings plans are best for teachers?

Net issuance of U.S. notes and bonds will tumble 26% next year, according to estimates by primary dealers that are obligated to bid at Treasury debt auctions.