A good year for stocks—and big gains in tech—may be making your portfolio too risky. How to get it in shape for 2026.

How I’m doing: My husband and I have been dedicated dollar-cost averagers for years—into our 401 (k)s, my health savings account, and our taxable brokerage account. In retirement, I’d love to find a ...

We analyzed advisor credentials, portfolio options, fees and customer support at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...

Each weekday, in our Management Tip of the Day newsletter, HBR offers tips to help you better manage your team—and yourself. Here is a curated selection of our favorite Management Tips on leading when ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

Each weekday, in our Management Tip of the Day newsletter, HBR offers tips to help you better manage your team—and yourself. Here is a curated selection of our favorite Management Tips on leading ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Weight management becomes more complex as people age due to health considerations, mobility challenges, and nutritional factors. Understanding the role of diet and exercise in weight management can ...

If your retirement portfolio exceeds $2.5 million, you’re among the top 8% of American households, according to the latest Survey of Consumer Finances. You’re also well above the “magic” retirement ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Katharine Paljug is a financial writer and editor with over a decade of industry experience. Her writing has covered nearly every aspect of the financial world, from investing in forex to paying for ...