Portfolio

Here's why the chief U.S. equity strategist at the wirehouse is optimistic about the index.

Following its online offering spawned from its recent partnership with Artivest, Nuveen's head of alternative strategies says he is confident his clients will now have the advantage.

During the dotcom craze, the conversation was about retiring before age 50. Today, it’s about working until age 80.

Proceeds from selling their current home can be augmented with a "reverse mortgage for purchase," which doesn't have to be repaid until they sell, move out or pass away.

Try these strategies that put off withdrawals and shrink the government's cut. Plus, the financial benefits of early retirement.

The world’s largest mutual fund company attracted $198.4 billion in the first eight months of this year.

The agency also proposed a rule to permit cities to create their own savings plans.

Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.

Clients are becoming less cautious about upping allocations to developed international and emerging market stocks, planners report.

Competing in his first triathlon helped John Pierce discover the direction he needed to succeed in wealth management.