Investments

How to avoid investment bubbles; Real estate's rebound retracts; Warning signs of a 20% tumble in the market

With longer lifespans, assuring steady income streams for life means that many retirees will have to invest more aggressively. How are advisors putting those plans into action?

Is Your Series Trust the Wrong Fit?

Wealth gap lasts into retirement years; Will federal retirement wipe out Social Security benefits; Never too young to start saving for retirement

Without a quantum shift in savings habits, millennials are facing big trouble when they start approaching retirement.

A Vanguard model aiming to forecast the next decade’s returns offers some useful takeaways.

M&A activity is up. But is there a more systematic way that advisors can take advantage of these deals?

4 reasons not to panic about Social Security; The role of bonds in a portfolio; Education trumps retirement for single parents, and that's a cause for concern

After years of impressive performance, the bank loan market may be losing its edge.

Multiple reasons for business owners to offer 401(k) plans; Rules for juicing up your retirement account; Retirement number, who cares

UBS is facing more than $600 million in damage claims filed by Puerto Rico investors in closed-end bond funds, the bank said in its second quarter earnings report Tuesday.

Some are pushing investors to target intermediate maturities and others telling investors to adopt a barbell approach, a strategy where investors buy both short and long maturities.

As more and more advisors consider alternative investments, they must ensure that they are conducting thorough due diligence before recommending hedge funds, private equity funds or other non-traditional assets.

The $400,000 Social Security question; Generating income in low-yield world; When conventional wisdom is good enough

As more and more advisors consider alternative investments, they must ensure that they are conducting thorough due diligence before recommending hedge funds, private equity funds or other non-traditional assets.

Capital Group Joins BlackRock in Filing for Non-Transparent ETF

As more and more advisors consider alternative investments, they must ensure that they are conducting thorough due diligence before recommending hedge funds, private equity funds or other non-traditional assets.

For all the hype around alternatives, advisors should take note that regulators are watching how hedge funds, private equity funds and other non-traditional asset classes are handled.

For all the hype around alternatives, advisors should take note that regulators are watching how hedge funds, private equity funds and other non-traditional asset classes are handled.

Can Social Security benefits be seized by collectors; Key numbers to know for a successful retirement; Costly mistakes to avoid