Portfolio management

The more out-of-left-field the change, the more profound the lesson learned, our columnist has found in the corporate and individual practice realms.

Clients should save political beliefs for the polling place and letters to elected representatives; don’t let them cloud your investment decisions, writes financial planner Kimberly Foss.

“Their top holdings are focused on those companies that have benefited in a post-COVID world,” an expert says.

It's helpful to recognize that there are both policy implications and behavioral implications of elections, and that these have completely distinct market consequences.

This election cycle has had more than a few bad surprises, but my advice to clients remains the same.

The nation’s largest IBD made its first tech deal this year for a firm that has $120 billion in assets on its platform.

It’s a dilemma that could reshape the classic investing strategy as the Fed holds rates near zero for the foreseeable future.

The Managed Funds Association urged the agency to do more analysis before moving forward.

The world’s largest debt market may not be as sleepy as it seems.

The market for newly minted stocks has exploded this year, with U.S. initial public offerings raising more than $80 billion so far.

The agency would have us take a step backward and limit the use of forward-looking datasets.

Donald Trump has all but promised to dispute the election outcome if he loses. Wall Street’s taking him at his word.

Relations between the world’s two largest economies are at the lowest point in many years.

Could single premium immediate annuities be the answer to ultralow rates?

The industry’s largest money manager experienced record inflows to sustainable products in the first six months of the year.

To protect client nest eggs, advisors must know which savings vehicles are protected — and they’re not all created equal.

Effective tax management can add 1% percent to a portfolio annually, and potentially more in highly volatile years

Ray Dalio’s $138 billion asset manager has tweaked its version of the strategy as yields hit historic lows, a person familiar with the matter says.

Some of the biggest laggards have managed short-term gains of more than 40%.

More than 600,000 ounces of the precious metal have been added to ETFs since mid-May.