Investment insights

When cash, commodities and other assets stumble, it is tempting to eliminate them from a portfolio. Run the numbers first, though.

But the asset allocation and rebalancing service will launch first for retail before rolling out to Schwab advisors.

Canada is a huge country, and it is also the U.S.'s largest trading partner. Yet, odds are that you and your clients don’t have any pure Canadian investment assets in your portfolios. You might want to reconsider.

What older workers can and can't do with their 401(k) plans; 401(k) investors are 'so dumb'; 401(k) contribution limits will increase for 2015

Corporate executives are smart, but they need help when it comes to planning. Here are a few sophisticated techniques that can help them.

Advisor sends his clients on a road trip; 401(k) contributions ‘max’ to rise to $18,000 in 2015; Navigating the new retirement world

Janus Capital Group Inc., the firm that hired bond legend Bill Gross last month, is positioned to pick up client deposits as his move sets an enormous amount of money in motion, said Chief Executive Officer Richard M. Weil.

Big tax bill looms for mutual fund investors; 4 secrets to getting more from your 529 account; How taxes and trading costs kill investment returns

6 networking tips for retirees; Will your retirement savings last?; How to learn what you're paying for your retirement account

5 career checkpoints on the road to retirement; 3 Social Security myths you shouldn't believe; Why I won't own bond funds in my retirement portfolio

Do the instruments make sense in an low-rate environment? And if so, should you build them in-house? Get tips from fixed-income experts.

Stressing the importance of realistic risk tolerance and the inevitability of encountering volatile markets is critical.

Pension funds consider reducing hedge fund investments; Divorce after 50 complicates retirement planning; Easing into your retirement role

An extra step to protect inherited IRAs; What you’ll pay in the Medicare part-D doughnut hole; How much longer to you expect to live? Think again.

Even with $360 billion invested in smart beta, industry heavyweights say that more education is needed to make public aware of the strategies.

What you should know about Social Security; How late-life marriage can hurt your retirement security; Don't let the market downturn do you in

Janus Capital Group, which hired Pimco's Bill Gross last month, said it agreed to buy VelocityShares for at least $30 million to expand in exchange-traded products.

Medicare premiums to remain flat; Lackluster savings tarnishing seniors' golden years; Stop tinkering with your retirement portfolio

Pimco’s pain isn’t Bill Gross’s gain, at least not yet.

Now that 5-year performance data is available, advisors can compare performance for the ETFs.