Andrew Shilling

The average annualized return of the top 20 funds has been nearly 15%.

While it offers a hefty tax deduction for pass-through income, an expert says the rules are a "convoluted mess.”

They have time on their side, but compounding won’t work if they’re all in cash.

One strategy includes encouraging clients to wait until the age of 70 to start collecting Social Security benefits.

Muni funds should become more attractive under the new tax laws, say market observers.

The effects are looking like "every other much-hyped tax cut of the past three decades.”

Although annuities incur taxes and costs, clients "can invest the same amount into a diversified municipal bond portfolio and pay no taxes,” an expert says.

Industry leaders were selected from Voya Investment Management, Franklin Templeton Investments, Carson Group and more.

These retirement funds may all look alike, but can be very different when it comes to returns, asset allocation and expenses.

Many are unaware that they are responsible for a majority of their medical expenses, aside from premiums and coinsurance costs.

Candidates need to demonstrate how they have improved their firm's marketing, technology or operations.

It pays to review the differences between traditional and Roth IRAs.

Are the recent declines in tech just some high-flying stocks coming back to earth, or a turning point for the sector?

Homeowners have fewer options as state and local deductions have been capped under the new law.

Combating these misconceptions may help taxpayers maximize benefits.

While outpacing the S&P 500, the price tag is higher — the average expense ratio is more than 1%.

Although funded with after tax dollars, what clients owe will be lower than the liability on traditional IRA withdrawals in retirement.

The S&P 500 has been on a tear, but there are always outperformers — see who bested the competition.

One strategy for clients to continue their philanthropic work and reduce their bill is to bunch multiple years of donations into one with a donor-advised fund.

Trump’s call for tariffs on steel and aluminum imports, and subsequent worries of a trade war, have recently taken a toll on emerging markets investments.