Investments

Hedge funds betting on commodities lost the most in almost three years in July as the price-rout deepened.

Clients are understandably worried, but smart advisors can calm their nerves. Here’s how.

Laddering is a good fixed-income strategy that will enable clients to earn higher yields and protect them from rate increases; Plus, how retirees can make money in the sharing economy.

The bond market is sending a warning to the Federal Reserve: a false step could leave the U.S. bogged down in a disinflationary quagmire well into the next decade.

Couples need to plan on how they will claim their Social Security retirement benefits if one of them is receiving disability benefits or has a public pension to avoid complications; Plus, what happens to Social Security benefits after a guardian dies.

Access to information and data is important, but having visibility into the timing of key daily, monthly, and yearly deliverables is a greater benefit.

The federal government is calling on comments for its proposal to allow Medicare to cover physicians' fees for discussing end-of-life issues with beneficiaries; Plus, how to transfer inherited IRAs.

With retirement savings plans directly in focus, the Labor Department is one step closer to implementing a new fiduciary standard whose scope heartens supporters and troubles critics.

Alibaba’s finance affiliate unveiled a wealth management app to help less well-heeled Chinese buy into hundreds of funds and track stocks from Hong Kong to the Nasdaq off their smartphones.

Betterment data scientist Sam Swift asks advisors: "How do you know how much you've helped [clients] with your advice?"

Retirees who can no longer afford to settle their debts because of job loss, business failure and other misfortunes may seek a one-time-payment settlement with their creditors; Plus, ways in which retirees can tap their portfolio using various strategies.

The biggest investors are increasingly using ETFs as a way to dabble in inefficient and opaque bond markets.

Taking a required minimum distribution from a retirement account to satisfy the RMD of another account is allowed only if both accounts are traditional noninherited IRAs or noninherited 403(b) plans; Plus, how to decide between a 401(k) and an IRA when saving for retirement.

Asset managers took lead roles to vehemently oppose the DoL's fiduciary standard proposal. In the course of the Department's hearings, some representatives fared better than others under scrutiny.

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

A 1035 Exchange is a good option for clients who wish to replace their old annuity with a new policy that offers a better package; Plus, a three-step plan to getting the retirement income clients need.

After riding a market boom to return almost six times the global industry average in the first five months of this year, Greater China-focused hedge funds had their worst month since September 2011.

An inherited IRA partly financed with nondeductible contributions requires careful record keeping. Plus, how tax deferrals promise millennials a great retirement.

Dividends that increase consistently over the long-term also have their pay-offs over shorter cycles.

Why retirees whose premiums that are not deducted from Social Security payments can expect an increase next year; Plus, explaining the menu of income annuity features and options.