Portfolio

These Pitfalls Could Derail Clients' Savings: Retirement Scan

Investing with borrowed money is just one way clients could harm their retirement portfolios; Plus, expats are advised to invest in a low-cost, taxable account. More »

Alternative Investments

Gold Climbs on Signs Fed Willing to Keep Rates Near Zero Longer

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 »

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Annuities

These Pitfalls Could Derail Clients' Savings: Retirement Scan

Investing with borrowed money is just one way clients could harm their retirement portfolios; Plus, expats are advised to invest in a low-cost, taxable account. read more »

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College Savings Plans

Dodge Looming Tax Bills for Mutual Funds: Tax Scan

Big tax bill looms for mutual fund investors; 4 secrets to getting more from your 529 account; How taxes and trading costs kill investment returns read more »

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Estate Planning

Which Trust to Use?

Trusts, a standard tool in the anti-estate tax arsenal, can range from simple to extremely complex. Here are a few options to work with. read more »

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ETFs

DoubleLine CEO Jeffrey Gundlach. Photo: Bloomberg

Active ETFs Get a Boost from Gundlach Launch

The strong launch of an ETF with Jeffrey Gundlach's name behind it demonstrates there is room for more growth in actively managed ETFs, industry observers say. read more »

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Fixed Income

Gross Fund Hurt by Oil’s Plunge as Bets on Energy Bonds Backfire

The plunge in oil prices has claimed another prominent victim. read more »

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Global Investing

Deutsche Bank Buying $1B in Green Bonds

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 »

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Insurance

6 Things to Understand About Long-Term Care

As policy payouts soar to record levels, LTC industry professionals worry that advisors are falling short -- and offer up a few facts, forecasts and trends they think advisors should pay attention to. read more »

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Investment Insights

These Pitfalls Could Derail Clients' Savings: Retirement Scan

Investing with borrowed money is just one way clients could harm their retirement portfolios; Plus, expats are advised to invest in a low-cost, taxable account. read more »

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Investment Products

These Pitfalls Could Derail Clients' Savings: Retirement Scan

Investing with borrowed money is just one way clients could harm their retirement portfolios; Plus, expats are advised to invest in a low-cost, taxable account. read more »

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IRAs/401K

These Pitfalls Could Derail Clients' Savings: Retirement Scan

Investing with borrowed money is just one way clients could harm their retirement portfolios; Plus, expats are advised to invest in a low-cost, taxable account. read more »

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Mutual Funds

Dividend Weighting for a Portfolio

Instead of a broad stock index, should advisors consider ETFs weighted by dividend payments? read more »

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Philanthropy

'Philanthropic Journey': How One Advisor Combines His Skill & Passion

"Some of the volunteer work that I was doing early on just kept growing on me and I found that I love being able to create change," says Russell Goldstein. read more »

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