Finance

For one, clients will owe taxes still on the distributions, unless they recontribute the money into the account within three years.

Risk managers must be especially vigilant about the bets their traders are making to profit from current market dislocations brought on by the coronavirus.

Cash-hungry REITs are selling their portfolios at steep discounts as talks heat up over similar deals and even equity stakes in the companies themselves.

As financial professionals we are not immune to anxiety — we are just informed and that’s a value-add for clients.

“Ideally, you would like clients to try not to make really short-term decisions, however this is an unprecedented situation,” an expert says.

Flagship funds at Ken Griffin's firm had been down 5.3% through March 20 before things turned around.

“Traditionally, 401(k)s generally have some really good investment options that you wouldn’t be able to do on your own,” an expert says.

Even when the market was climbing to records earlier this year, John Miller’s risk appetite exceeded that of some of his peers.

Retirees will end up locking in substantial losses if they decide to cash out their investments during a bear market to generate income.