Markets and indexes

First, prove you’re listening; then make sure they know you’re taking action to protect their portfolios.

Retirees tapping their long-term savings accounts for income in an emergency are advised to strongly consider reducing their withdrawal rates.

While younger clients may be putting away more money than Gen Xers and baby boomers, they’re not better prepared for retirement compared with their older counterparts, experts say.

“Find ways to generate income,” says one financial planner.

While some retirees have seen a substantial increase in spending, many others are enjoying financial freedom.

The bank says it has decided to “effectively eliminate the net leverage” of its MLP Income Opportunities Fund and MLP and Energy Renaissance Fund.

Any gains on the sale of a property they've held for over a year may be taxed as much as 20%.

Fund managers may be better equipped to weather the market storm than their passive peers because of their ability to quickly cut risk.

Passive ETFs are often among the first to feel the pain of investors fleeing risky emerging markets for safer assets.

Clients blasted the company on social media for not being able to make trades.

Although roughly 40% of the actively managed industry beat their indexes, the worst-performers eked out an average gain of just 1.07%.

All artworks, racehorses, cars, and trading cards are not created equal, and not all “investment opportunities” are the best in their field.

Geospatial data may assist the muni industry with monitoring the economic impact of wildfires or natural disasters, an expert says.

A flight to safety that saw funds in short-term bonds and utilities add cash as coronavirus dominated headlines has given way to a vigorous rally.

The investing world is rushing to cater people who want to make a difference with their money but are unwilling to accept higher volatility or fees.

The industry’s biggest firms have grown bigger and the smaller firms have found it harder to compete on their own, the regulator found.

Even dedicated ESG indexes have shortcomings that many investors are probably unaware of, an expert says.

The move expands the manager’s commission-free platform, which has included all mutual funds since 1977 and all ETFs since 2010.

Although the federal penalty was axed for those who failed to register for a plan, some states will continue to impose the coverage mandates.

Timely trading in less-heralded semiconductor markers and firms committed to energy without fossil fuels produced a 54% total return last year, data show.