Portfolio

Municipal bond sales in the U.S. are set to increase in the next month while the amount of redemptions and maturing debt falls.

Market corrections provide an opportunity to rebalance into equities at lower prices and glean dividend income.

More states are passing rules to help employees who are not offered retirement plans by their employers; Plus, ways to help clients during a correction.

Ray Dalio’s $80 billion All Weather fund, designed to produce returns in most economic environments, fell 4 % in August, according to a person with knowledge of the matter.

Turmoil in financial markets prompted investors to pull $27.3 billion from U.S. mutual funds last week, the biggest withdrawal in more than two years.

Turmoil in financial markets prompted investors to pull $27.3 billion from U.S. mutual funds last week, the biggest withdrawal in more than two years.

Edmond Walters's departure takes Fidelity by surprise, and throws plans for eMoney Advisor Summit next month into disarray.

How advisors can take the costs out of estate planning for their clients. Plus, when it makes sense to make after-tax contributions to a 401(k).

The Internal Revenue Service has not yet adopted the updated assumptions on American's average life span, allowing companies with defined-benefit pension plans to incur at least $18 billion in savings next year; Plus, why the 4% withdrawal rule shouldn't be dismissed.

Pacific Investment Management Co.’s flagship fund fell below $100 billion in assets for the first time in more than eight years, leaving it with about a third of the money it managed at its 2013 peak.