Investments

Cannabis, health care, energy, technology and other equities could swing immediately after the Congressional elections, depending on the outcome.

DFD Partners offers its tech amid calls for greater disclosure of demographics and more access to portfolio allocations for historically excluded groups.

Leaving the nest has always been difficult for both parents and young adults, but some key lessons can help make the transition easier.

Consumer advocates cheered the outcome of the case and the regulator's enforcement push in recent years. Commonwealth's case is still pending.

Taking effect on Nov. 4, new advertising standards will allow client testimonials and bring together prohibitions on false and misleading language.

Taking losses is the silver lining to this year's 20% market decline.

Shareholder documents, now at least hundreds of page long, will have to limit themselves to portfolio, performance and expense information.

In a twist, recent class actions blame 401(k) advisors for not putting investors' money into higher cost, better performing investments.

Research shows that the classic allocation reached its most expensive level in almost five decades during the COVID-19 rally. The situation has reversed in 2022.

Investing in enterprises trading at a discount to full value helps mitigate risk and reduce portfolio volatility.