Portfolio

Amundi Asset Management, Schroder Investment Management and Morgan Stanley are among those predicting a rebound following the post-U.S. election pullback.

Casady provides both consistency and a fresh approach, leaders of the firm's OSJs say.

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.

The firm’s latest recruit has 16 years of industry experience.

President-elect Trump will likely to be "bond unfriendly" because his proposals will drive up yields by increasing national debt and stoking inflation, Gundlach predicts.

Just 23 of more than 1,750 funds that trade in the U.S. focus on currencies. BlackRock has none.

The number of hurdles will stay the same under the 2017 plan, a source familiar with the matter says.

An adviser's strategy puts a distribution to work to potentially lower what clients owe the government for their IRAs and Social Security income. Plus, momentum investing is tempting again (just watch out for the capital gains expense), and a look at the efficiency and payoffs of preferred stocks.

To manage risk in the equity markets, advisers should pitch a V-shaped bond tent.

Employees who invest heavily in company stock are commingling their financial capital with their human capital, and making their financial plans unnecessarily risky along the way.