Banco Popular de Puerto Rico

I am advising some clients to ladder maturities to lock in more dependable tax-free income streams — especially for those in states with high income taxes, like California.

Now is not the time to disconnect from supportive networks of other advisors.

As soon as the program was announced, I not only advised my small business clients to apply; I also tried to figure out how to take advantage of it myself.

My training in virology, laboratory pathology and emergency medicine gives me a different perspective of how to manage our society’s new path forward, writes M.D. and planner Carolyn McClanahan.

How will the relief package impact retirement accounts? CPA Ed Slott fields this and other top financial planning queries.

April brought the highest unemployment since the Great Depression. Some of these people are our clients.

In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.

Three things to focus on when you’re starting an RIA.

Given that I must disclose on my Form ADV that we accepted the aid, I had to ask myself difficult questions about possibly over-zealous regulatory scrutiny as well as my firm's reputation, this advisor writes.

This three-tiered model may help.