For clients who can’t stomach volatility, there are a number of ways to reduce wide swings in their portfolios.

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More people are seeking dental, cancer or other treatments outside the U.S. at a fraction of the cost or for availability reasons. Advisors often walk them through the pros and cons.

Private-equity funds have long played a dominant role in providing outside investment for independent wealth management firms. But as registered investment advisor firms get bigger, approaching or ...

Summit Trail cofounder David Romhilt says the company has grown from just $2 billion to more than $26 billion in assets with ...

Stock markets were set for a moody Monday after Moody’s downgrade of its rating on U.S. sovereign debt the previous week. Dow ...

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The S&P 500 and Nasdaq are pointing down in premarket trading. Treasury yields are up, dollar is falling, Bitcoin is slipping.

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