Kate Stalter

Advisors have various approaches to rebalancing, and not all are calendar-based.

More families covered by employer-sponsored plans will be eligible for ACA subsidies.

Most investors should hold some cash, depending on risk tolerance and short-term needs.

These resources help advisors and asset managers assess stocks, bonds and funds for client portfolios.

It’s still early, but certain investments are poised to benefit from the new law’s tax incentives.

Clients may wish to use ESG investing to support their values, but they’ll need all the facts first.

Options and inverse ETFs can complement dividend stocks in client accounts.

While options can help preserve and grow account value, investors must use caution.

With bonds and stocks trending lower at the same time, the classic 60/40 portfolio may not fit market conditions.

Further congressional action may result in even more modifications, advisors warn.