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The Shifting Sands of the Market: A Challenge for Asset Allocators

There is a place in portfolios for large-, mid-, and small-cap asset classes. But they need to be rightsized for the current opportunity set. (Commonwealth Financial Network)

Prominent Silicon Valley Investors Turn Against Biden

Support for Trump was taboo in the liberal bastion, but frustration with Biden has driven some influential venture capitalists to the right.

As Insurers Bleed Cash From Climate Shocks, Homeowners Lose

Formerly limited to states like Florida and California, climate change-caused insurance turmoil is a contagion spreading across the country.

Self-directed Brokerage Accounts Continue Growth Spurt

Balances in advisor-led Schwab Personal Choice Retirement accounts maintain a strong lead over non-advised accounts.

Indexed Life Insurance: An Underutilized Savings Vehicle

An indexed universal life insurance (IUL) policy can be part of a long-term financial plan for investors with realistic expectations. (By Howard Sharfman)

He Fell Ill on a Cruise. They Handed Him a Bill Before He Boarded the Rescue Boat

The cruise line expected the passenger to immediately pay the full $2,500 medical bill iand doesn't accept "land-based" health insurance.