Portfolio

After 28 years in the Social Security Administration, Jack Butler, an advisor with HTLF Investment Services, takes his knowledge to the bank channel to educate clients on what they can expect from the program.

Increasing stability and high levels of per-capita growth in far-flung global economies have created investment opportunities for intrepid investors.

Hindsight isn't really 20/20 because there's a good chance one could misinterpret what happened. And if we connect the dots incorrectly and claim a pattern that isn't there, then we've gone through the pain without learning anything. And we're bound to repeat the same mistakes someday.

The search for global investments has become at once more far-reaching and fundamental. Expanding the search geographically can glean opportunities in essentials like food, water and energy. Population growth and higher labor costs also play a part in global investing. But be warned: Your clients will need nerves of steel.

As the global markets limp slowly toward stability, the natural resources sector will be an area of opportunity for clients.

The explosive growth of alternative exchange-traded funds has raised the question of whether they've met the expectations of their investors.

The director of financial planning at R.W. Baird, Tim Steffen, discusses the upcoming elections, what changes to the fiscal landscape are possible, and how advisors should steer clients through the uncertainties and tax issues.

Investors seek higher yield in a crowded dividend market, analysts discuss whether this is a good investment or if the market is a bubble that will burst.

An aging population and government inaction challenge Japan's faltering economy.

Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals.