Portfolio

Never make a major decision after a funeral, the financial advice goes, because grief can warp judgment. And much of the country might as well be wearing black.

As interest rates climb, advisers should diversify the fixed-income portion of their client’s overall portfolio.

Stocks added to gains that pushed four major equity benchmarks to simultaneous records for the first time since 1999.

She is the third generation to control the company and, like her family members, has maintained a low profile despite the reach of the firm’s mutual funds.

Interest rate hedged products could prove to be the new hot frontier in ETFs as a result of the U.S. election.

Edward "Ned" Johnson, 86, is retiring and will become chairman emeritus.

The major U.S. equity benchmarks rallied together to their all-time peaks for the first time since 1999.

One tip: Stop focusing on gaining new followers.

One tip: Stop focusing on gaining new followers.

The group, led by two brothers, joined the firm as partners and opened a new office for Noyes. It's now the firm's largest branch.