Investment products

Robare Group netted $440,000 in payments from an unnamed broker-dealer for persuading clients to invest in certain funds, amounting to a clear conflict of interest, according to the SEC.

Are long-term insurance hybrids all they're cracked up to be; 3 reasons not to raid your retirement accounts; How dividends can make the 4% rule easy

Is there any reason to include global stock funds in client portfolios? Why not just use domestic funds and foreign funds in their asset allocation?

Some regions of the world have outperformed others, but deciding how to allocate foreign equity dollars can be challenging.

3 lessons from S&P 500 high-point; Getting a read on mortgage REITs; Tax-free savings for education expenses

What to call funds that can invest in almost any liquid asset in the world?

What to do with an old 401(k) when changing jobs; Why it's so difficult to raise kids and save for retirement; 3 things to know about your 401(k)'s escape hatch

Is it ever smart to tap retirement accounts early?; A 401(k) rollover checklist; 5 reasons why you shouldn't retire at 62

When it comes to predicting where U.S. borrowing costs are headed, the bond market isn't taking Wall Street’s advice seriously.

Wealth management firms are positioning themselves to meet rising demand from millennial investors who want to better align their investments with their values.

Municipal Market Advisors' recent research on ratings seems to counter recently raised concerns that Standard & Poor's ratings for some local governments may be too high and out of step with current credit conditions.

Beware of 'pension predators' promising cash; Challenges of extending your career after retirement; What's missing from your Social Security statement?

Investors have returned to equity funds now that the financial meltdown is a distant memory.

6 things to know about rebalancing; Get these things right in your planning; Creative ways to cut your 401(k) fees

Writing options to increase cash flow might benefit clients who understand both the downside and upside risks.

Do retirees take the right amount of risk?; An overlooked vehicle for retirement savings; People don't realize they have self-directed brokerage accounts

Persistence angle adds to active-passive debate; Best ways to snag a job in retirement; Are you as healthy as your 401(k)?

With inflation so low for so long, have you considered the dangers of even modest increases to clients' portfolios?

Why your awesome 401(k) is still not as good as cash; Ignore this savings plan at your peril; Will benefits continue to increase if you wait past 70?

Stocks with significant yields can offer upside potential plus tax advantages at all ages and income levels.