Portfolio management

Earnings are below their peak, major technology companies don’t pay and banks are still lagging.

To manage risk in the equity markets, advisers should pitch a V-shaped bond tent.

"People want to chase gains," an adviser says of clients.

The annual Tech Survey reveals the trends that will separate future digital winners from losers.

The fiduciary rule was an unintended gift for those who focus on income distribution planning.

As interest rates climb, advisers should diversify the fixed-income portion of their client’s overall portfolio.

These funds have similar goals, but there are significant differences.

What Trump and rising interest rates may mean for advisers.

Trump has proposed making it easier to pass on HSAs to heirs, while some House Republicans want to nearly double contribution limits.

History shows the winning party and their policies will have minimal impact on returns.