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The argument for this investment approach looked weak in the first half of 2016.
September 19 -
Clients who turned 70 1/2 this summer have to act fast on their distributions to avoid paying a hefty penalty to the IRS. Plus, giving away stocks versus selling them.
September 16 -
Will the rally continue, or are the winning ways of this asset class nearing an end?
September 9 -
Clients are becoming less cautious about upping allocations to developed international and emerging market stocks, planners report.
September 1 -
A once-reliable spring of retirement proceeds has all but dried up. Here’s how planners are making sure clients have alternatives.
August 29 -
One concrete step for advisers is to work with a care manager and a knowledgeable elder lawyer to petition the court to appoint a guardian or conservator.
August 25 -
Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.
August 19 -
Traders have piled into global equities, heartened by deal activity and better-than-expected corporate earnings.
August 15 -
First time since heady days of 1999 that all three major stock benchmarks hit high marks on the same day.
August 11 -
Clients are hesitant to invest more in the face of global upheaval, advisers say, citing the recent coup attempt in Turkey, terrorist attacks and the outcome of the U.S. election.
August 10