Investments

While the new 10-year rule slams heirs, it may also afford some increasing largesse.

Shareholder advocacy nonprofit As You Sow singled out Berkshire Hathaway as a low performer while giving good marks to CVS, PayPal and Activision Blizzard.

The Infrastructure Investment and Jobs Act provides billions in grants for state and local governments. The challenge now is how quickly and effectively they can spend it amid an inflation–fueled rising–rate environment.

Amid all the dour news of inflation and volatility, signs are emerging that investors see light at the end of the tunnel.

Good news awaits investors once the Fed gets rising consumer prices under control.

CapWealth Advisors founder Tim Pagliara said a federal jury sided with the firm because its clients had, in fact, paid lower overall fees on their mutual funds.

CI Financial Corp. outlined a plan to reduce debt and separate its US and Canadian businesses as the fund manager tries to rebuild investor confidence in its growth strategy.

Despite investors' anxieties, financial professionals rarely see political contests as reasons for big changes in portfolio strategies.

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.

If the fair's first edition here does well, it's a sign that Paris is back. If not, tant pis. So far ultrawealthy buyers are flocking to the event.

The sustainable investing industry sees state policies as the biggest threat to investing that's meant to further environmental, social and governance goals.