Equities

Data reported by the Investment Company Institute.

Data reported by the Investment Company Institute.

Data reported by the Investment Company Institute.

The last time the percentage was greater was when the S&P 500 was near its previous peak before the financial crisis.

With smaller paychecks and longer life expectancies than men, one strategy includes moving their IRA assets into a Roth to reap the tax advantages.

Data reported by the Investment Company Institute.

Data reported by the Investment Company Institute.

Assets in products susceptible to the risk of fire sales during a future shock are up 673% since 2000.

Data reported by the Investment Company Institute.

More than half of active equity products have beaten their benchmark indexes in the first quarter, JPMorgan Chase data show.

Data reported by the Investment Company Institute.

“Trump keeps talking about a new spirit for America and so you could (A) believe that or (B) you could believe that other investors believe that,” the widely followed economist says.

How does the future look when equities jump this fast? There’s good and bad news.

Advisers report that the president's policies (and tweets) are affecting fund allocation requests.

Planners act on expectations of pro-business, anti-trade initiatives by the incoming administration.

"People want to chase gains," an adviser says of clients.

The fresh equity records also came as American companies ended a five-quarter profit slump.

Stocks added to gains that pushed four major equity benchmarks to simultaneous records for the first time since 1999.

Advisers say clients have become much more hesitant about making new investments.