Michael Kitces warns that unless risk tolerance, risk capacity and risk perception are considered, investment losses can drive clients away from markets forever.
Equities are likely to put in a cyclical top later this year, analysts argue.
30-year record shows high-beta funds fare best, and small-company stock funds outperform mid-cap and large-cap.
Upcoming reports on companies' profits may fail to fulfill high expectations.
Mercer survey of 68 TDF series finds assets grew 30.8% in 2017.
From market volatility to rising rates, financial pros share their insights on how to calm nervous clients.
With the S&P 500 down 2.2% on the first trading day of the second quarter, advisers reassure clients and tell them not to panic.
Once composed mostly of industrial companies, now the 60-year-old index is dominated by tech, finance, health care and entertainment companies.
President's criticism of Amazon and retaliatory tariffs from China rattle markets
Dividend payments tend to occur between March and May, Morgan Stanley analysts note.
Use stock market swings as opportunities to improve service to clients.
Defensive equity income strategies can help investors weather the challenges of sometimes severe market swings.
Though planners encourage calm, some are preparing investors for a correction.
Longtime Oakmark International money manager shares his strategies for success, and why he's hot on Europe right now.
Large majority of investors now believe the global economy is in 'late cycle,' BofA survey finds.
Some individual investors even added to their stock holdings last month, survey shows.
Veteran investor who predicted both the dot-com and housing bubbles is warning about a possible "melt-up" in stocks.
In an about-face, investors are favoring stocks over bonds this year.
Veteran investor who predicted both the dot-com and housing bubbles is warning about a possible "melt-up" in stocks
Rising U.S. deficit and Fed tightening are putting upward pressure on the 10-year yield
