Investment products

Retirement researchers, academics and retirees weigh in on the issues they learned earlier in life from their parents; Plus, how much retirement income will $1 million generate?

By simplifying investments as much as possible, Acorns appeals to millennials who want to invest.

President Barack Obama announces a renewed push for laws to help clients save for retirement; Plus, the three worst states for clients to retire and what happens when you take out a 401(k) loan.

Likening covered calls to real estate rentals can help clients better understand the strategy.

With MLPs investors benefit from tax-deferred cash flow, but the tax reporting can be a nuisance. For the best tax treatment, clients must cope with K-1s.

While payments to shareholders haven't fared well during the past six months, it's too soon to know for sure if this trend will continue.

Clients are encouraged to take a one- or two-month leave from work, if possible, to determine how they'll allocate their time in retirement; Plus, the IRA rules clients need to know.

Last year, real estate crowdfunding worldwide crossed the $1 billion mark. That amount is expected to rise by 150% this year to $2.57 billion.

Lawmakers are likely to pass as early as next year some measures aimed at changing the rules governing Social Security, Medicare and Medicaid; Plus, five steps for a comfortable retirement.

Simplicity is often the goal for clients. But how simple should they get, and how can it be maintained in a fast-changing world?

One year after qualified longevity annuity contracts were included as an investment within traditional IRAs and participating employer qualified plans, more people begin to appreciate the product's simplistic design and unique value propositions; Plus, three retirement loopholes that are likely to close.

Six years into a bull market, could a value tilt confer an advantage? Here's what the numbers say now.

You can do good and do really well after all.

These products may offer better exposure and liquidity for your clients investing in the bond markets.

Whether a true believer or agnostic, your clients' politics could be worth a fortune.

Why it's smart for retirees to bulk up on stocks; Plus, how to help your clients avoid losing out on Medicare if they’re still working at 65.

Muni experts expect outperformance by high credit-quality issues, a decline in refundings, troubled credits to dominate the headlines, and the Fed to raise rates in the second half of the year.

Morningstar is now rating active fund managers against a composite of passive managers, net of fees, every six months.

Tips for senior clients without children on how to begin planning for retirement; plus, how pre-retiree couples often miss the mark on gaging retirement savings.

Advisors have been curious about this relatively new fund category. Here are the ones attracting the most assets.