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.