Portfolio

Immediate annuities surge, but lag other types; Never too late to plan; Different opinions on 4% rule

Though private, non-traded REITs have very high loads and ongoing expenses, low cost REITs can have a place as alternatives in our clients' portfolios.

What's driving this new interest? Follow the money: U.S. retirement assets totaled $23 trillion in the first quarter of this year.

Puerto Rico Gov. Alejandro Garcia Padilla came out swinging with a defense of his economic and fiscal programs after Moody's Investors Service lowered the island's credit ratings farther into junk territory.

Gold’s role as an alternative investment might be reduced with Washington moving back from the brink of default.

Liquid and transparent versions of hedge funds are widely available but choosing among them takes thorough investigation.

Some alternative asset classes are appealing in theory until you stop and think about them, according to CFP Allan Roth. Here are three types advisors should avoid.

Private equity funds have had superior returns, but risks can be magnified if investors don’t know where their money will go.

Gold’s role as an alternative investment might be reduced with Washington moving back from the brink of default.

Private equity funds have had superior returns, but risks can be magnified if investors don’t know where their money will go.