Portfolio Manager Chuck Royce discusses the first half of 2017 with Co-CIO Francis Gannon, and what he expects to happen next.

Many facing retirement appear surprised by the challenges that await them, including the need to plan for regular income, industry professionals say.

Financial professionals provide a retirement update as they share perspectives on emerging trends and conditions affecting older individuals and their advisors.

Research director Mike Taggart of Nuveen shares his view of closed-end fund discounts and their appeal to bargain-seeking investors.

Larry Antonatos of Brookfield describes the potential benefits of investing in so-called real assets including real estate, infrastructure and natural resources.

Do you have the stomach to deal with big swings in your holdings? If your investment allocation is stock-heavy, your portfolio will up and down over time. But higher risk can mean higher returns. The smartest investors understand risk and adjust their exposure to stocks accordingly.

At the midpoint of 2017, research director Mike Taggart of Nuveen provides a closed-end fund market update, sharing a perspective on sectors and discounts.

Jim Cramer's "Mad Money" advocates specific stock picks. But Cramer's picks consistently underperform the S&P 500 Index. Don't let this "pied piper" lead you off a cliff! Stock picking advice rarely reaps the reward you are looking for.

Portfolio Manager Steven McBoyle discusses the significance of the ‘Amazon Effect’ and its effects on e-commerce and small-cap retailers.

It’s not all about numbers. Sarah Newcomb of Morningstar says your financial health may depend on how much control you feel you have over your economic situation.

Portfolio Manager Chuck Royce discusses why financials continue to play an important role in his portfolios.

Portfolio Manager Bill Hench talks about the significance of the current global technology buildout and its effects on his portfolios.

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.

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.

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