Portfolio

Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.

Think of it also as charisma, personality or magnetism. This seemingly elusive trait means these advisors light up a room when they walk into it.

Both are structured to last a long time — sometimes forever. But beware of one-size-fits-all approaches.

Culture is like a garden, it has to be planned and nurtured. Even solo practitioners need to pay attention.

The fund’s portfolio management team began dumping exposure to the social media giant in light of the Cambridge Analytica scandal.

Dan Arnold says the firm remains interested if deals are a match for the No. 1 IBD.

The SEC called into question the ability of the cryptocurrency’s exchanges to sufficiently police trading.

The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.

George L. Taylor and Temenos Advisory violated their fiduciary duty by pocketing commissions and concealing conflicts while the firm was in financial distress, the commission charges.

The IPO price was lowered, but long-term performance is considered key.