Portfolio

Raoul Rodriguez Walters' planning practice specializes in the intricacies of financial migration.

Here's a fearless prediction: In the years ahead, bond investors won't enjoy stellar returns like those of the last five to 10 years.

If you have clients who have already retired, make sure their portfolios can absorb the most violent shocks.

This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider.

Named for a Gospel passage, the Matthew 25 fund has been churning out superior performance for a decade and a half.

Chicago businessman Urooj Khan jumped for joy when he learned he had the winning numbers for a million-dollar lottery drawing last summer. Too bad he never had a chance to enjoy it.

Morningstar announced today that it has awarded the Gold to two mutual funds, one a former Silver-rated fund and the other a brand new Medalist.

Bandon Capital Management has hired Whitney Dow as Managing Director, responsible for spearheading the firm’s marketing and relationship management efforts.

Classic investment style boxes are out and themes are in, Burt White, LPL Financial’s managing director of research, told advisors.

Pacific Investment Management Co., the world’s largest manager of actively run bond funds, has appointed Marc Seidner as interim head of global equities after Neel Kashkari’s departure last week, according to a person familiar with the matter.