Investments

Munis produced a 5.8% risk-adjusted return in 2014, more than double the other investments. They also outperformed in 2011 and 2012 as yields -- which move in the opposite direction as price -- fell to the lowest since the 1960s.

Planners need to understand some of the functions that might be included in a modern trust.

A study of 89 years of returns produces surprising insights about holding a portfolio for a very long time.

Bank customers who have financial plans are twice as likely to purchase insurance and investment products from their institutions, according to a new study.

Clients should not lose sleep over health care expenses after they retire as they can sign up for Medicare Parts A, B and D to cover hospital visits, doctor services and outpatient care and prescription drugs; Plus, essential money lessons for retirees.

The biggest U.S. investors suggest caution on bond returns as the Fed raises rates

How donor-advised funds can help charitable gifts, including those from Roth IRAs, work harder for your client.

Contrary to what some experts say, the U.S. is unlikely to experience a retirement crisis as data show that Americans have considerable savings for their golden years; Plus, the best way to donate to charity from an IRA.

Clients may consider including bitcoin as an alternative investment in their retirement portfolios, especially if they can manage the risks involved; Plus, why a qualified longevity annuity contract within an IRA or a 401(k) plan is a good option for clients.

A renewed appetite for Irish equities adds another leg to Ireland’s renaissance among international investors, seven years after the financial crash sent them running for the exit.

The Bloomberg Commodity Index, a measure of returns for 22 components, slumped about 25 % in 2015. The gauge is headed for a fifth annual loss, the longest streak since the data begins in 1991.

The idea behind asset allocation is simple: when one market struggles, it’s OK because an investor can jump into another that is thriving. Not so in 2015.

Tech survey shows that 36.8% of advisors are already working with these digital platforms.

Pimco’s high-yield municipal-bond mutual fund is jockeying for the top returns of 2015 after picking winners among pockets of distress.

Vineer Bhansali is leaving Pimco, where he was a managing director specializing in quantitative portfolios, to start his own investment firm.

Certain tax strategies can pay off in January. Advisors may want to have their clients jump on these as soon as 2016 starts.

It's hard to beat the crowd when you're a member of the herd.

Surprising results from our annual Tech Survey shed light on this new breed of digital-centric advisors and the edge they have over their less tech-savvy counterparts.

As the MSCI Emerging Markets Index heads for its third straight annual decline, 34 of 65 U.S. funds that track the benchmark had beaten it through last week.

These ETPs are extreme outliers. As measured by one-year returns, one set of funds and notes has experienced amazing rebounds, while another other group has painfully stumbled.