Author: Chris Allen


Income seekers may want to consider a range of investment products, including closed-end funds, says Mitchell Goldfeld of RPg Family Wealth Advisory.

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Short-term opportunities may exist in some sectors, but it’s important to stay balanced and think long term, say investment industry pros.

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Surprises in 2018 may mean investors will need more help from advisors to stay focused on the long term, says Sean Walters of the Investments & Wealth Institute.

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When planning your long-term portfolio, look for uncorrelated assets to help achieve a balanced approach and diversification, financial pros suggest.

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Tax Reform

The recent federal tax code reform helps businesses by reducing corporate rates and may present opportunity to individuals to “re-think” their tax strategies, pros say.

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