It is happening again this year with investors poised to have nearly $43 billion in muni-bond payments to potentially roll into new debt, according to data compiled by Bloomberg Intelligence, far ...

Financial advisors reflected on what they recently accomplished and where they would like to head in the coming year.

AQR Capital Management’s multistrategy offering notched a 15.1% return in 2024, scoring big gains in the stock market even as co-founder Cliff Asness reiterated his warnings about “epic” valuations.

Ned Davis Research has kept a bullish recommendation toward US equities for more than a year, but that may change soon if the weakness seen over the past month persists.

Nearly 71% of rookie advisors will drop out within their first five years, creating a nearly insurmountable staffing problem for an industry that is both aging into retirement and attracting fewer new ...

Raising the home sale exclusion to an inflation-adjusted level would ease housing pressures and create more dynamic opportunities in the real estate market.

Amplified Planning (AP) was created by Hannah Moore, owner and principal of Guiding Wealth in Richardson, Texas. Students in the virtual training programs earn credits toward CFP Board certification.

President Joe Biden is expected to sign legislation into law Monday that will provide Social Security benefits to three million federal and municipal government employees.

A correction may seem overdue, but timing it is hard and regular investments pay rich rewards in the long term.

A Finra arbitration panel has rebuffed J.P. Morgan Securities’ request for $39.8 million in damages against one of its former advisors, a Texan whose clients sought some $140 million in damages after ...

A financial adviser switched Lake’s portfolio over to a handful of faith-friendly funds, one of which was run by GuideStone Funds, a 106-year-old investment firm in Texas that oversees some $24 ...

Ken Kies will be assistant secretary for tax policy, placing him as a point person at the Treasury working on tax cuts Trump has touted as a signature policy issue for 2025. Kies is a longtime ...