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Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.

News

A New Interest-Rate Regime Has Begun. These Are the Market's Winners and Losers.

Bond prices, the Magnificent Seven and emerging markets are under pressure....

Does China's Property Bust Make a Financial Crisis Inevitable?

Perhaps not—if Beijing plays its cards right. But serious damage to the nation’s prospects is still likely. A look at the problem in five charts....

Your Will Alone Won't Guarantee Your Money Goes to Your Heirs

Those beneficiary forms you filled out years ago can supersede your other estate plans....

America's Debt Problem Is Too Big for the Bond Vigilantes

Surging deficits and bond yields create an opening, but investors are likely to take a painful hit this time....

Heard on the Street's Stock-Picking Contest

Read about our columnists’ most- and least-favorite stocks as they make their choices....

Meal-Kit Maker Blue Apron to Be Sold

The sale to food-delivery startup Wonder would end a disastrous six-year experiment with public ownership....

SEC Brings in $218 Million in a Day but Still Faces Shutdown

The agency pushes out enforcement actions to end its fiscal year but can’t keep fine money for its own budget....

The 2023 Stock-Market Rally Sputters in New World of Yield

Heading into the fourth quarter, the S&P 500 index is clinging to a 12% advance for the year....

Wall Street Expects Hot Oil Prices to Cool Down

U.S. crude prices rose nearly 30% in the third quarter, but higher prices are denting demand and expected to result in lower prices....

Stocks Wrap Up Another Weak September

The S&P 500 ends the worst month so far this year....