Portfolio

Nicholas Schorsch, former executive chairman of IBD giant RCS Capital. Image: Bloomberg

Auditor of REITs in Schorsch's American Realty Capital Resigns

Latest setback for Schorsch's financial empire as accounting firm steps aside. More »

Alternative Investments

Investors may be able to generate extra returns (without extra risk) by betting on unpopular equities. Here’s how. read more »

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Annuities

The Unexpected Side Benefit of Annuity Guarantees: Retirement Scan

Annuity guarantees will help improve relationships among couples, says annuity specialist; Plus, five great small cities for retirees. 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

Tax Planning for Wealthy Clients

Gearing up for tax season? Here are two things to consider when planning for your wealthy clients. read more »

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ETFs

Warning: Bond Funds That Act Like Stocks

Some fixed-income funds behave like equities, failing to give sufficient downside protection to a diversified portfolio. read more »

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Fixed Income

Image: iStock

Investing Strategies for a Strong Dollar

If the buck keeps rising, which investment tactics will offer the highest payoff for clients? read more »

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Global Investing

Commodities Head for Record Losing Run on Oil's Rout, Dollar

Commodities headed for the biggest annual loss since the global financial crisis in 2008, retreating for a record fourth year. read more »

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Insurance

11 Tips on Long-Term Care as Rates Rise

The steep rise in long-term care insurance rates won't affect many advisors' commitment to using them for clients, experts say. read more »

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Investment Insights

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. read more »

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Investment Products

10 Surprisingly Affordable Retirement Hotspots: Retirement Scan

Algarve, Portugal, Cuenca, Ecuador, and George Town, Malaysia, are among the 10 places in world where American retirees can get the most for their money; Plus, why investors should think twice before choosing a Roth IRA or Roth 401(k). read more »

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IRAs/401K

10 Surprisingly Affordable Retirement Hotspots: Retirement Scan

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Mutual Funds

Image: Bloomberg

Gross Put More Than $700 Million in Janus Unconstrained Fund

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. read more »

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Philanthropy

Tax-Free IRA Transfers to Charity Renewed

The recently enacted Tax Increase Prevention Act extends the provision that allows certain IRA owners to make tax-free distributions to charity, but the deadline is coming up. read more »

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