Some investors may need to overcome psychological obstacles to better manage and enjoy their wealth, says behavioral scientist Steve Wendel of Morningstar.

Brad McMillan, Commonwealth’s CIO, discusses the markets and economy in May. It was a good month, with financial markets around the world rising and strong gains in the U.S. Still, we’ve had political and economic concerns, with the first quarter of the year being quite slow. But the data in May suggests this slowdown was temporary: Jobs came back, consumer spending was up, and consumer confidence remained high. We also saw growth in business investment. Are these positive trends likely to continue? Stay tuned to find out. Follow Brad at blog.commonwealth.com/independent-market-observer.

Portfolio Manager Steven McBoyle describes the attributes at the heart of his quality approach: businesses that possess a moat-like franchise, sustainable high returns on capital, and the capacity to reinvest.

Morningstar analyst Travis Miller shares a perspective on dividend investing strategies, noting that the yield spread with bonds remains attractive.

Advisor Rand Spero of Street Smart Financial in Lexington, Mass., shares his views on the need for sustainable income, particularly among older investors.

Co-CIO Francis Gannon explains what investors should know about the current state of small-caps.

Brokers want to sell you complex products. Complex products mean higher fees to the broker and often lower returns to you.

Morningstar analyst Gregg Warren suggests what asset managers need to offer investors to increase their brand appeal.

Four small-cap specialists consider the change in leadership from growth to value within the asset class.

Morningstar analyst Emory Zink says demand for municipal bonds has been strong so far in 2017.

Morningstar analyst Emory Zink encourages investors concerned about taxable bonds to view their portfolio from a “holistic” perspective.

Chuck Royce offers key takeaways from 1Q17 and a look at what's next for small-caps.

Portfolio manager Ken Fincher of First Trust Advisors shares a perspective on the potential impact of rising interest rates on closed-end fund investors.

"Dan Solin's Investing Secrets" video series gives you investing tips Wall Street doesn't want you you know.

Advisor Tammy Wener of RW Financial Planning in Lincolnshire, IL, shares the story of a 'poster child' client for how to retire successfully.

Jonathan Morgan of Canadian General Investments shares a perspective for investors on potential changes to the U.S.-Canada trade agreement.

"Real Advisor" Rand Spero of Lexington, MA, on finding creative ways to help clients manage their income and expenses in retirement.

What increased volatility could mean for small-cap investors.

Senior Investment Strategist Steve Lipper looks at the correlation of small-cap stock performance with rising interest rates.

Portfolio Manager Bill Hench explains how he finds opportunities, avoids value traps, and manages risk using his deep value strategy.

Co-CIO Francis Gannon discusses the dramatic reversals in the small-cap asset class and how they could impact 2017.