Investments

With interest rates near record lows, it may be a good time to refinance a mortgage. We asked advisors to tell us about the conversations they're having with clients.

A look back at the markets may help advisors and their clients decide on whether to choose alternative strategy funds during a stock retreat.

With interest rates approaching record lows, it may be a good time for your clients to refinance their mortgages. We asked advisors to sound off on the conversations they've been having with clients.

About $2.3 billion has flowed into these ETFs so far this year.

The fund was purportedly a safe investment based on a computer algorithm. In fact, clients dumped millions of dollars into a fund, which later lost 80% of its value in a single month, authorities say.

Why clients entering retirement should consider adjusting their spending and saving habits; Plus, the 10 toughest investment decisions for retirees.

Strategies for lowering taxes for aging clients; plus, why your clients shouldn't harvest losses from IRAs, and the states with the lowest and highest taxes on gas.

A Vanguard tax lawyer turned whistle-blower David Danon and his hired law professor dispute recent expense ratio reductions at the firm.

Miller's fund is structured to make bets based in part on a computer model designed to predict natural disasters.

Why a federal judge ruled that a retirement plan is required to show the custodial agreements it forged with a service provider; Plus, the only annuity solution 'bonus' investors should be looking for.

Revocable trusts have been used mainly to avoid probate, but they also can help with a variety of unwelcome contingencies.

When investors in hedge funds rush to the exits at once, managers can find themselves forced to suspend redemptions.

Firms are hurt by slumping stock markets worldwide, prompting investors to dump anything perceived as risky.

The land grab for a potentially lucrative market is happening now.

These funds have the lowest 12-month price-to-earnings ratios. Does that present an opportunity for value-oriented investors, or does the risk-reward ratio lean too much toward risk?

Why the compensation model for variable annuities may need to change because of the Labor Department's fiduciary proposal; plus, the pros and cons of 401(k) loans and six critical moves for a carefree retirement.

These funds have the highest 12-month price-to-earnings ratios. Nice investments, if you bought 12 months ago, but now they may be richly priced.

Why your recently retired clients should avoid an overly conservative investing approach; Plus, three smart ways to maximize your Roth IRA and advice for women nearing retirement age.

Target date funds stumbled in 2015, after posting six years of positive returns following the financial and economic crisis.

Investors pulled more than $1 billion out of U.S. ETFs that invest in emerging markets last week, leaving the ETFs in the longest losing streak since September.