Portfolio

A federal cap on tax-exempt bonds could gradually wean investors and issuers off the muni market and toward a permanent, expanded Build America Bond market that has a flexible subsidy rate, a new report from the Center for American Progress argues.

It was widely hoped that at least one silver lining in the recession of December 2007 through June 2009 would be chastened investors with a newfound respect for living within their means, saving and preparing for retirement.

Adding a care manager to your estate planning team can benefit both you and your client.

Under the new tax law, married couples have a $10 million estate-tax exclusion-no planning necessary.

For those investors who still feel like they've been punished by the market in recent years, one advisor has found the carrot to lure them back.

Estate plans work great when someone dies—but it's when clients live into old age that planning gets hard.

International and emerging markets funds find profit in natural resources, energy and growth of the middle class in developing nations.

Ignored by the advisor universe, the use of managed futures has staged a comeback.

A defined benefit cash balance plan is ideal for high income business owners.

Once belonging to the likes of farmers and traders, investors now consider the real asset value of market commodities.