Investments

Here are several tips for clients looking to boost their retirement accounts, including making the most of the catch-up features and investing in low-cost options; Plus what millennials should know about retirement planning.

Experts say the Fed is likely to kick the can down the road once more on rate hikes, setting up December as the next likely time for action.

Children receiving gift money may face a kiddie tax. Plus, the best investment accounts for paying off a client's mortgage, and including income from hobbies in a client's returns.

Municipal bond traders were set for a second wave of new issuance to sweep over the market on Thursday. Riding the crest of the supply wave will be the North Texas Tollway Authority System's $750 million bond sale, buoyed by two recent rating upgrades.

Charles Hallac, who conceived BlackRock’s investment management platform and founded its advisory business, has died. He was 50.

Retirees should take classes reserved only for seniors and consider taking online courses if going to school is difficult; Plus, what if clients just can't afford to fully retire?

The market tumult, initially sparked by concerns over an economic slowdown in China, showed a downside, as ETFs can be vulnerable to price swings during periods of market stress, partly because some are less liquid than stocks.

OppenheimerFunds agreed to acquire VTL Associates as part of a push into ETFs that weigh metrics beyond market capitalization when buying stocks.

Though technical issues with Bank of New York Mellon's fund accounting system left an estimated 10% of U.S. ETFs and some mutual fund providers unable to accurately price their products for nearly a week, the bank's custody business is expected to remain intact.

Municipal bond sales in the U.S. are set to increase in the next month while the amount of redemptions and maturing debt falls.

Market corrections provide an opportunity to rebalance into equities at lower prices and glean dividend income.

More states are passing rules to help employees who are not offered retirement plans by their employers; Plus, ways to help clients during a correction.

Ray Dalio’s $80 billion All Weather fund, designed to produce returns in most economic environments, fell 4 % in August, according to a person with knowledge of the matter.

Turmoil in financial markets prompted investors to pull $27.3 billion from U.S. mutual funds last week, the biggest withdrawal in more than two years.

How advisors can take the costs out of estate planning for their clients. Plus, when it makes sense to make after-tax contributions to a 401(k).

The Internal Revenue Service has not yet adopted the updated assumptions on American's average life span, allowing companies with defined-benefit pension plans to incur at least $18 billion in savings next year; Plus, why the 4% withdrawal rule shouldn't be dismissed.

Pacific Investment Management Co.’s flagship fund fell below $100 billion in assets for the first time in more than eight years, leaving it with about a third of the money it managed at its 2013 peak.

Trading in retirement accounts rose as the market tumbled in the later part of August, suggesting that retirement investors panicked in the face of the market decline; Plus, nine factors to consider before buying long-term care insurance.

Three-quarters of economist surveyed by Bloomberg in August say the Fed will lift the upper bound of its target rate to 0.5 % at its Sept. 16-17 meeting.

The recent volatility in the stock market has a mixed impact on target-date funds; Plus, why the average American is just plain wrong on Social Security's importance.