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.

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 ...

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 ...

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

The rate on your federal loan depends on when you took it out, but for the 2024-25 school year, rates for undergraduate federal loans were 6.53% and graduate ones were 8.08%. Loan refinancing firms ...

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 ...

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 ...

The tapering of flows to IBIT is another sign of Bitcoin’s record-breaking run in 2024 taking a breather. The group of a dozen Bitcoin exchange-traded funds in the US have posted a net outflow of ...

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.

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