Investment products

Student debt threatens safety net for elderly Americans; Accessing retirement income for small business owners; When stock and real estate bubbles collide

Customize your income-replacement rate; options for required IRA distributions; finding an identity beyond the workplace

Advisors warn despite the appeal of quarterly income from energy MLPs, retired clients should proceed with caution because these investments usually make tax-sense only with long-term commitments.

Only 25% of Americans use a 401(k) plan; It's ok to use Roth IRA to help pay school loans in some cases; Why the good news for retiree health care may not last

The brokerage and insurance units of Compass Bank were ordered to cough up money to compensate an elderly couple for duping them into buying one too many annuities.

Can I do better than Social Security in investing my money; Rental income can help retirement in some cases; Getting more from your defined-benefit plan

How to avoid investment bubbles; Real estate's rebound retracts; Warning signs of a 20% tumble in the market

Wealth gap lasts into retirement years; Will federal retirement wipe out Social Security benefits; Never too young to start saving for retirement

M&A activity is up. But is there a more systematic way that advisors can take advantage of these deals?

4 reasons not to panic about Social Security; The role of bonds in a portfolio; Education trumps retirement for single parents, and that's a cause for concern

After years of impressive performance, the bank loan market may be losing its edge.

Multiple reasons for business owners to offer 401(k) plans; Rules for juicing up your retirement account; Retirement number, who cares

UBS is facing more than $600 million in damage claims filed by Puerto Rico investors in closed-end bond funds, the bank said in its second quarter earnings report Tuesday.

The $400,000 Social Security question; Generating income in low-yield world; When conventional wisdom is good enough

Can Social Security benefits be seized by collectors; Key numbers to know for a successful retirement; Costly mistakes to avoid

Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.

6 ways low savers can catch up; Pitfalls of longevity annuities; 50 important stats about long-term care

Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.

Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.

In most bond indexes, the biggest debtors (either corporations or countries) have the largest weightings. But to some investors, that sounds a bit foolish.