Portfolio

Nearly 60% of retirees started collecting Social Security before they reached full retirement age, reducing benefits by as much as 30%, according to a survey.  More »
Gold extended a rebound from the lowest level in six weeks after minutes from the Federal Reserve’s January meeting signaled many officials were inclined to keep interest rates near record lows for longer.  read more »
Increased longevity and the fact that those belonging to the Greatest Generation married at a young age are two reasons for the increase in dual-generation retirements; Plus, the reason why parents shouldn't be too generous with their children's college education funds.  read more »
The U.S. House voted to repeal the 99-year-old U.S. estate tax amid a partisan clash over whether the government should break up concentrated wealth or make it easier to pass along assets to the next generation.  read more »
Deutsche Bank said it’s working to boost its investment in green bonds to 1 billion euros ($1.1 billion), joining competitors including Citigroup and Barclays in tapping profit from the quickly growing market.  read more »
Fidelity and Vanguard have almost the same investment portfolios in their target-date funds, but lower expenses give Vanguard's investors a higher return.; Plus, clients should try a retirement dress rehearsal before the big day.  read more »
How Wells Fargo Serves the Ultra-Rich
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Industry Events

April 22, 2015 | Plantsville, Conn.

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