Diversified Capital Management, a Syracuse, N.Y.-based advisory firm with about $550 million in AUM, has joined Commonwealth Financial Network, according to a Commonwealth press release. Diversified ...

During his campaign, President-elect Donald Trump vowed to lift the controversial $10,000 state and local tax deduction cap (SALT) Congress instituted in 2017. “I will turn it around, get SALT back, ...

Scott Kleinman, co-president at Apollo Global Management Inc., has warned markets not to get too comfortable with the current trajectory of inflation and interest rates. “Inflation is not tamed,” ...

Single-stock ETFs such as this have been sweeping the fund world, using leverage that amps up the potential returns.

“Me, Elon Musk and Trump are going to figure it out,” Lutnick, head of brokerage and investment bank Cantor Fitzgerald LP, told a podcaster shortly before Trump staged his comeback for the ages on ...

Wealthy people travel a lot. Some travel for business and plenty travel for pleasure. As a fan of Cunard, I am thrilled you can often get a good deal on the seven-night transatlantic crossing, yet ...

Many retirement specialists tout the advantages of Roth accounts. Whether a Roth IRA or Roth 401 (k), these savings vehicles can grow free of taxes, withdrawals after the first five years are tax-free ...

Mercer Global Advisors has acquired two RIAs that collectively manage $1.675 billion in assets for high-net-worth and ultra-high-net-worth clients in Denver and Minneapolis, according to a press ...

A life insurance retirement plan (LIRP) is a type of insurance policy that, though not a complete substitute for an IRA or a 401 (k), has a cash value component for retirement money. That cash value ...

Bitcoin’s record-breaking rally took the digital asset close to $90,000 for the first time and lifted the overall value of the crypto market above its pandemic-era peak as traders bet on a boom under ...

Some of President-elect Donald Trump’s key advisers are backing Scott Bessent, who runs macro hedge fund Key Square Group, as the best choice to serve as Treasury secretary, people familiar with the ...

Market watchers’ outlook for the US bond market was upended following Donald Trump’s victory in the US presidential election. Yields on 10-year Treasuries initially spiked on Wednesday, topping 4.47%, ...