Portfolio

Advisers should ask key questions to best estimate how much retirement savings is really needed

Out of favor for a while, this strategy also offers a chance to boost income.

Out of favor for a while, this strategy also offers a chance to boost income.

The deal follows a string of acquisitions by prominent private equity firms.

Long-term-care insurance could be bought using people's 401(k) funds and should impose no penalty for early withdrawals, say experts at the Bipartisan Policy Center.

Careful choice, effective communication are key for including debt in a client's portfolio

Smart beta funds now want to rein the risk of its founding strategies through diversification.

A mix of approaches to gain the attention of ideal prospects, who have learned to ignore typical marketing tactics.

Why buying into a closed-end vehicle right before a capital gain distribution is a bad idea. Plus, 11 smart strategies and using the 1031 deferment on multiple properties.

Maintaining a diversified investment portfolio is one way for baby boomers to prepare for their retirement; plus, planning tips for older divorcees.