Investments

Big tax bill looms for mutual fund investors; 4 secrets to getting more from your 529 account; How taxes and trading costs kill investment returns

6 networking tips for retirees; Will your retirement savings last?; How to learn what you're paying for your retirement account

5 career checkpoints on the road to retirement; 3 Social Security myths you shouldn't believe; Why I won't own bond funds in my retirement portfolio

Do the instruments make sense in an low-rate environment? And if so, should you build them in-house? Get tips from fixed-income experts.

Stressing the importance of realistic risk tolerance and the inevitability of encountering volatile markets is critical.

Pension funds consider reducing hedge fund investments; Divorce after 50 complicates retirement planning; Easing into your retirement role

An extra step to protect inherited IRAs; What you’ll pay in the Medicare part-D doughnut hole; How much longer to you expect to live? Think again.

Even with $360 billion invested in smart beta, industry heavyweights say that more education is needed to make public aware of the strategies.

UBS has agreed to compensate 34 Puerto Rico-based investors for their losses in investments in their municipal bond closed ended funds.

What you should know about Social Security; How late-life marriage can hurt your retirement security; Don't let the market downturn do you in

Janus Capital Group, which hired Pimco's Bill Gross last month, said it agreed to buy VelocityShares for at least $30 million to expand in exchange-traded products.

Aequitas Capital is hoping to woo advisors with an unusual but potentially potent pitch: its expertise in alternative investments.

Medicare premiums to remain flat; Lackluster savings tarnishing seniors' golden years; Stop tinkering with your retirement portfolio

Pimco’s pain isn’t Bill Gross’s gain, at least not yet.

Bond bears are right, and wrong; The only state where retires have enough income; 3 biggest risks every retirement saver should know

Now that 5-year performance data is available, advisors can compare performance for the ETFs.

Many studies have shown that it's difficult for active managers to consistently outperform their benchmark indexes. Recent data from Morningstar on fund flows seems to show that investors are beginning to get that message.

Bill Gross’s Janus Global Unconstrained Bond Fund received $66.4 million in client deposits in September, the month Gross announced he was leaving Pimco to join Janus Capital Group Inc.

Bill Gross’s Janus Global Unconstrained Bond Fund received $66.4 million in client deposits in September, the month Gross announced he was leaving Pimco to join Janus Capital Group Inc.

What to do when your pension is frozen; 8 tips to maximize your 401(k); Should boomers give millennials money advice?