Cash

Money clients don’t currently have in stocks will automatically go into a separate account paying 1.8% interest.

Someone with a long-term investing horizon is generally not helped by bailing out of a well-diversified, multi-asset portfolio. Here are some options for them, and some talking points for you.

Because of bank sweeps, veterans and their families' accounts will default to a 26-basis point APY on cash — down from the 1%-2% returns they were getting from money market funds.

What are the best strategies for clients looking to tap assets while minimizing penalties?

High-yield credit volatility has actually declined since the products first came on the scene.