Portfolio

Homeowners have fewer options as state and local deductions have been capped under the new law.

Healthy wage growth in some locations is offsetting increasing rates and housing prices.

Advisors who should self-report a violation — but don’t — could face enforcement actions.

Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.

Average Americans aged 56 to 61 have only saved $163,577 in their 401(k)s, according to the Economic Policy Institute.

A former spiritual advisor to presidents George W. Bush and Barack Obama plans to turn himself in as his attorney vows innocence.

As the shift to fee-based accounts roils the industry, forward-thinking firms are revisiting how they pay employees while also making work more enjoyable. By Charles Paikert

The newly independent advisors added a new team and are looking to bring on more practices.

The broker misappropriated his clients’ investment money for rent, credit card bills and other personal uses, investigators say.

Dean Hoover is the latest advisor to join the Raymond James-affiliated independent firm.