Investment products

Pimco's biggest mutual fund suffered about $11.6 billion in withdrawals in January, the 21st straight month of redemptions at the strategy once managed by bond manager Bill Gross.

With gas prices declining, clients should rebalance and consider adding energy stocks to their portfolio as a way to buy low and increase stability to their portfolio.

Though the mutual fund provider will have a majority ownership in eMoney, the company will remain independent.

Algarve, Portugal, Cuenca, Ecuador, and George Town, Malaysia, are among the 10 places in world where American retirees can get the most for their money; Plus, why investors should think twice before choosing a Roth IRA or Roth 401(k).

Clients can lengthen their long-term care insurance policy's elimination period, making the coverage more affordable; Plus, deciding whether a Roth or traditional IRA is right for your client.

Some fixed-income funds behave like equities, failing to give sufficient downside protection to a diversified portfolio.

There are 13 states that subject Social Security benefits to tax; Plus, why investors shouldn't hold an annuity in their Roth IRAs.

Morningstar's recognition goes to funds boasting high returns and smart trading.

Bob Kerrey, a former U.S. Senator and governor of Nebraska, says that people who have Social Security as their only source of income need more help: Plus, cheap oil prices won't cause your 401(k) to crash.

What was once a higher-cost, lower-probability risk is halfway to being a sure thing. That means existing policies may be a bad deal.

Norm Champ, the SEC’s director of investment management, will resign after five years at the agency, the SEC said.

New legislation is needed that would include provisions to curb number of fund beneficiaries and enable more of them to return to work; Plus, Calpers not cutting its private equity allocations, but is reducing the managers it works with.

Where should advisors look for dividends in the stock market? Here's a closer look at what S&P 500 sectors yield, how dividends have been growing (or shrinking) in relation to the overall market, and what percentage of stocks in the sector provide a dividend.

Forty years after it was launched, the IRA has turned into a major retirement vehicle, but it is no longer the same as it was when first introduced in 1974; Plus, three smart ways to maximize your Roth IRA.

Many IRA investors make the mistake of having an extreme stock-and-bond allocation; Plus, the better way to plan retirement withdrawals.

Democrats seem to have no option left to counter a new legislative rule that would block fund reallocation to the Social Security Disability Trust Fund next year; Plus, how to undo a Roth IRA contribution.

Gen X is the first group to fall short of their parents' achievement on an inflation-adjusted basis. Here are 5 tips for the oldest Xers, who start turning 50 this year.

New laws this year likely will have an impact on retirement savings as the government faces population aging and public pension concerns.

The low-cost fund giant had the most inflows of any mutual fund firm ever, with $216 billion in new money.

In 2015, much of the industry's growth outlook will depend on how competition fares between the cascade of funds entering the market, currency hedging and smart beta trends, and the momentum new non-transparent ETFs can gain with investors and offerings.