Investment products

A new book says the looming crisis is the result of lawmakers' inaction as well as people's poor saving behavior and decisions.

Pimco's biggest mutual fund trailed a majority of peers for the second straight year after missing a rally in longer-term bonds and betting incorrectly that inflation would rise.

The past year has taught retirement investors that stocks will produce yields despite volatility; Plus, the biggest risk investors are taking with their retirement nest eggs.

Clients may consider reducing the amount they set aside in their 401(k) plans and invest the money in real estate, according to financial planner; Plus, how women can generate income for life.

Investors today want profits to be achieved with attention to the environment, society, workers, customers and a variety of other stakeholders. Companies that ignore this big picture will be punished in the market.

Stocks that have seen an increase in dividends for at least 25 straight years are the best stocks for retirees who want stability and consistency in their investments; Plus, using umbrella insurance to protect retirement assets from future liability lawsuits.

Gold advanced as prices near the lowest level in three weeks encouraged purchases. Silver jumped the most in a week and palladium rose to the highest since Dec. 12.

Mutual conversions soared this year as mutual thrift executives sought to raise capital at the behest of investment bankers and others. With many of the biggest mutuals having converted this year, there may be a drop-off in conversions in 2015.

As part of clients' retirement planning, make sure they understand terms like "sustainable withdrawal rate," as just one example; Plus, encourage clients to increase their savings rate to 15%.

Municipals delivered solid performance overall thanks to the strength of the long duration and high-yield segments.

The ETF industry in the U.S. has finally broken through the $2 trillion dollar milestone, demonstrating the product’s surge in popularity with investors. Through December 22nd, assets have increased 18% in 2014 from $1.698 trillion to $2.007 trillion based on positive market performance and net new assets.

Clients should start preparing emotionally, as well as financially, for retirement at least five years early; Plus, downsizing your home isn't always a good idea.

A financial advisor helped doctors who were facing increases in their health insurance premiums by better visualizing their full options; Plus, means testing and a higher retirement age are possible fixes for Social Security.

Small-cap stocks often outperform large caps, but 2015 may not be such a year.

Advisor, beware: Funds that use complex, hedge style methods may not be appropriate for client retirement accounts.

The increasing Asian, Hispanic and other minority groups will have an impact on the development of products, services and training; Plus, more than half of American households may not maintain standard of living in retirement.

With ETF assets now poised to cross the $2 trillion mark in the U.S., industry experts discuss the rapid growth, innovation and market acceptance of exchange traded products in the last decade.

High-income workers can contribute more than $30K to their Roth IRA every year despite contribution limits imposed on this type of retirement account; plus, how investors can use the drop in oil prices to boost retirement income.

Retirement calculators only give an opinion of the sufficiency of retirement savings and do not provide an accurate assessment; plus, what to do when markets tumble.

Third-quarter sales of annuities receded to $56.9 billion, down 5% from the previous quarter and 1% from the same period last year.