Investments

It's going to be a slow week in the municipal market with a thin new issue calendar and light trading as market participants look to get their hands on paper before the end of the summer season.

Do retirees take the right amount of risk?; An overlooked vehicle for retirement savings; People don't realize they have self-directed brokerage accounts

Though New Jersey and California are on starkly different credit paths, municipal analysts said their recent trading patterns suggest equally-strong demand.

Persistence angle adds to active-passive debate; Best ways to snag a job in retirement; Are you as healthy as your 401(k)?

With inflation so low for so long, have you considered the dangers of even modest increases to clients' portfolios?

Why your awesome 401(k) is still not as good as cash; Ignore this savings plan at your peril; Will benefits continue to increase if you wait past 70?

Advisors can add up to 0.75% of additional return for clients annually with proper strategies. But active and index funds should get different treatment.

Marijuana legalization has failed to live up to the hype in terms of its impact on state economies, according to the three major rating agencies.

Stocks with significant yields can offer upside potential plus tax advantages at all ages and income levels.

Student debt threatens safety net for elderly Americans; Accessing retirement income for small business owners; When stock and real estate bubbles collide

Customize your income-replacement rate; options for required IRA distributions; finding an identity beyond the workplace

For advisors and their boomer and retiree clients, the new rules from Treasury could be a game changer for how they allocate 401(k) and IRA assets going forward.

Advisors warn despite the appeal of quarterly income from energy MLPs, retired clients should proceed with caution because these investments usually make tax-sense only with long-term commitments.

Only 25% of Americans use a 401(k) plan; It's ok to use Roth IRA to help pay school loans in some cases; Why the good news for retiree health care may not last

The 1% is literally rich beyond measure, depriving nations of billions in tax revenue and obscuring shifts in global inequality.

Investing in mature companies entails much less risk than betting on startups -- and can be rewarding to those who are more patient.

The brokerage and insurance units of Compass Bank were ordered to cough up money to compensate an elderly couple for duping them into buying one too many annuities.

The SEC has approved the MSRB's proposal to simplify its rules on professional designations by limiting the activities of some dealer representatives and eliminating one of its professional designations.

Can I do better than Social Security in investing my money; Rental income can help retirement in some cases; Getting more from your defined-benefit plan

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