2 Troubling Trends in Retirement Planning: Retirement Scan
Retirees need to carefully consider using robo investment advisors, which could put their investments at risk in the coming years; Plus, what Medicare costs in 2015 and what's covered.
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If the buck keeps rising, which investment tactics will offer the highest payoff for clients? more »
Some fixed-income funds behave like equities, failing to give sufficient downside protection to a diversified portfolio. more »
There are 13 states that subject Social Security benefits to tax; Plus, why investors shouldn't hold an annuity in their Roth IRAs. more »
A new Morgan Stanley Wealth Management study looked at investor sentiments on domestic and global economies. more »
Morningstar's recognition goes to funds boasting high returns and smart trading. more »
Bob Kerrey, a former U.S. Senator and governor of Nebraska, says that people who have Social Security as their only source of income need more help: Plus, cheap oil prices won't cause your 401(k) to crash. more »
Bill Gross invested more than $700 million of his own money in his unconstrained bond fund, Janus Capital Group's CEO Dick Weil said today in a conference call with investors and analysts. more »
What was once a higher-cost, lower-probability risk is halfway to being a sure thing. That means existing policies may be a bad deal. more »
The president's proposals are "not a good capital investment policy in my view, and I think many clients would agree," says Jeanie Wyatt, CEO and CIO of South Texas Money Management in Houston. more »
New legislation is needed that would include provisions to curb number of fund beneficiaries and enable more of them to return to work; Plus, Calpers not cutting its private equity allocations, but is reducing the managers it works with. more »
Customer alleged that broker made unsuitable recommendations of mutual funds, structured products and equities that set him back more than $125,000. more »
Where should advisors look for dividends in the stock market? Here's a closer look at what S&P 500 sectors yield, how dividends have been growing (or shrinking) in relation to the overall market, and what percentage of stocks in the sector provide a dividend. more »
Pimco will fight a lawsuit by a shareholder of its Total Return Fund alleging the company gouges investors with excessive advisory fees to support billion-dollar bonuses for top executives. more »
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