Investments

Some predict an increase in volatility in the U.S. followed by an uptick in global volatility. How should advisors help their clients prepare?

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Besides the risks inherent in any equities, and those of gold price fluctuations, mining stocks may be subject to geopolitical threats as well. Is there any way to screen for such risks and focus on “safe” gold mining stocks?

Delaying Social Security and covering your fixed costs are just two of the tips for creating a sufficient retirement income.

Advisors who want to include single-country funds in clients' portfolios may have to choose between ETFs and closed-end mutual funds. While both versions trade like stocks, there are crucial differences to consider.

Robare Group netted $440,000 in payments from an unnamed broker-dealer for persuading clients to invest in certain funds, amounting to a clear conflict of interest, according to the SEC.

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Is there any reason to include global stock funds in client portfolios? Why not just use domestic funds and foreign funds in their asset allocation?

Clients often place too much importance on high performance and not enough on consistent returns.

Some regions of the world have outperformed others, but deciding how to allocate foreign equity dollars can be challenging.

Pensions and endowments have used liability-driven investing for years, but is it feasible as a retirement income strategy at the individual level?

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Reverse mortgage rules have become more stringent but qualified borrowers can benefit from financial flexibility.

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What to call funds that can invest in almost any liquid asset in the world?

David Lau, the longtime COO at Jefferson National Life Insurance -- which specializes in Monument Advisor, a flat-fee variable annuity sold to RIAs and fee-based advisors -- has left the company.

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When it comes to predicting where U.S. borrowing costs are headed, the bond market isn't taking Wall Street’s advice seriously.

Advisors today are realizing they have to be flexible, saying that they are just as apt to recommend a number lower or higher than 4% to clients as an appropriate withdrawal rate. And some are using means completely different to set rates.