Investment insights

Why Congress needs to stop Medicare from lowering the fees paid to physicians; Plus, a study that says that many workers could see cuts in pension benefits.

One sector flips a truism for dividend investing. See some of the ETFs that let you invest in it.

Why companies should have to offer low-cost funds in 401(k)s; Plus three secrets to maximizing Social Security spousal benefits.

Many investors traditionally bought high and sold low, losing out on market averages. But a new Morningstar report shows that the typical investor now is posting returns that are closer to those of mutual funds.

Pushing out its app on the same day as Apple's latest show is an example of Fidelity taking advantage of a first-mover branding opportunity.

With Apple set to replace AT&T in the Dow Jones Industrial Average, here's a look at how these two stocks and their neighbors have fared over the past few years.

One strategy to handle the risk of higher interest rates is to invest in ETFs; Plus, picking a place to retire.

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

Learn how to earn money through IRA rollover options; higher earners should be aware of six mistakes that could result in higher costs and taxes; plus cheaper retirement plans for small firms with help of a new tech startup?

Plus, a tax-free trick many ordinary Americans don't know about, best strategies for a tax-free income, and how a tax-savings strategy on property capital gains is re-emerging.

The 101 most popular funds for retirement savings; the importance of rebalancing portfolios to avoid moving stocks in bear markets; and how investors can put money into annuities and IRAs when a 401(K) isn't enough.

The best first step in preparing for health care expenses is to separate recurring costs from the less predictable ones; Plus. a proposal in Washington calls for required minimum distributions for Roth IRAs.

Bankers at the National Municipal Bond Summit said they believe new bond issuance will increase, especially in the high-yield senior living and charter school sectors.

Investing with borrowed money is just one way clients could harm their retirement portfolios; Plus, expats are advised to invest in a low-cost, taxable account.

Heavy fluctuations in stocks have increased in recent years. Here's one solution for advisors and their clients.

Retirement savers may consider rolling over their 401(k) assets to an IRA if they want to consolidate their retirement accounts and have an easier time managing their savings; Plus, the hidden threat to retirement.

Plus, how clients can avoid tax blunders, and why they shouldn't always stick to the standard sequence for tax-efficient portfolio withdrawals for retirement planning.

Financial advisors and academics are helping retirees ensure their spending plans are on track by offering drawdown strategies that can adjust to age, account balance and other factors; Plus, five benefits of a capital gains retirement strategy.

Advisors should advise clients to avoid buying a one-size-fits-all product and to check offerings by as many carriers as possible before making a decision; Plus, how to counsel pre-retirees who want to give financial assistance to their adult children.

Pension plans grew 89% over the last 10 years, while GDP increased just 42%; Plus, provision in budget proposal that would prevent high-income workers from contributing to their 401(k) plans.