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Series I bonds were such a good deal last year that one New York lawyer bought $20,000 worth of them. One year later, what, if anything, should he do?

Players from the Notre Dame Fighting Irish football, soccer, baseball and lacrosse teams have joined Performance Wealth's new program.

The SEC case is the latest to highlight the risks investors run when they get involved with "blank check" companies.

Rollovers are difficult, complicated and prone to costly mistakes. In other words, they're a chance for wealth managers to shine.

Portland, Oregon, may penalize higher earners more than any other large U.S. city, according to a new report.

Could the collapsed bank's advisors who are now at the Wall Street giant become a 'red-headed stepchild'?

Proponents of the House of Representatives legislation argue that new regulations often fall disproportionately on financial planners that don't have formal compliance and legal departments.

Investors with between $250,000 and $1 million outnumber the ultrawealthy by 2.5 to 1. For financial advisors, that could be a huge opportunity.

The outlook contrasts with other industries worldwide, where volume has fallen to the lowest level since the beginning stages of the pandemic.

Embracing uncertainty in strong and weak markets alike grounds the client, their portfolio and the practice.