Portfolio management

The firm sees "light at the end of the tunnel," says Silvia Ardagna, managing director in the investment strategy group within the firm's private wealth management unit.

For one, clients will owe taxes still on the distributions, unless they recontribute the money into the account within three years.

Fixed income may take a hit as yield and risk assume new dimensions, analysts forecast.

Instead, the billionaire opted for a lucrative credit hedge that earned his firm about $2.6 billion in profits when the market plummeted.

“Traditionally, 401(k)s generally have some really good investment options that you wouldn’t be able to do on your own,” an expert says.

Proponents make them a standing core equity holding, but not all advisors are sold. One calls them "marketing schemes."

It’s impressive how quickly a two-day plunge affects the tone of bulls.

Market volatility brought on by the coronavirus pandemic may present a great time to invest, as many stocks are being sold at bargain prices.

Asset managers may need to reassess the assumption that’s become widely held in recent years: that inflation is dead.

In some cases, workers who have received severance pay have the option of investing the money for retirement and other long-term goals.

Turning loss into profit in down markets can seem like magic to some clients.

“The data that the market typically relies on is too slow to keep up with how rapidly the situation has been changing," says Richard Bernstein Advisors' deputy CIO.

Seeing the size and variation in average returns among a variety of asset classes offers perspective for those who are anxious.

“[By extending the tax deadline], they automatically extended the deadline to make an IRA contribution last year,” an expert says.

Morningstar finds that active managers have left a lot to be desired.

Bear markets come with checklists of savvy moves to make for investment portfolios.

An imagined conversation with the legendary Vanguard founder about the coronavirus market crash.

Clients are advised to keep some of their savings in cash and focus on their long-term prospects.

First, prove you’re listening; then make sure they know you’re taking action to protect their portfolios.

Retirees tapping their long-term savings accounts for income in an emergency are advised to strongly consider reducing their withdrawal rates.