A brutal spike in long-term bond yields is ripping apart one of Wall Street’s most basic investment strategies; the 60/40 portfolio. Investors who rely on the idea that bonds cushion equity losses are ...

Financial advisors and clients seeking to boost the tax savings available through loss harvesting may consider an increasingly popular leveraging strategy known as the "long-short" method. The ...

Discover the 10 essential rules for using a 1031 exchange: timing deadlines, like-kind property requirements, tax deferral, what qualifies, and frequent pitfalls to avoid.

Diversification will always be a cornerstone of investing, but what that means for smart portfolio management continues to evolve. In a world of rising uncertainty, geopolitical instability and ...