Risk

The strategy could provide lifelong cash flow by trimming longevity risk.

Conventional wisdom is that 60/40 portfolio is highly effective. But there could be a better way to accompany large-cap U.S. stocks than U.S. bonds.

Under the rules, seniors face a tax liability for HSA contributions if they carry health coverage other than the high-deductible policy.

The Roth 401(k) is more flexible than a Roth IRA, and it is funded with after-tax dollars, which can help "diffuse the potential tax bomb."

After the tech bubble and the 2008 financial crisis, the younger generation has little reason to trust the markets.

Clients — even some advisors — overreact to market losses. Are they on to something?

The TAMP and third-party money manager for 95 advisors launched an SMA thanks to the transition.

Stock Protection Funds could mitigate single-stock risk, but are they worth the fees?

Will his candidates be able to tackle major challenges facing the post-crisis era?

OCIE puts advisors on notice about widespread use of misleading claims and failures of disclosure.

How to discuss risk when they become restless.

Fintech entrepreneurs with a common mission: to help planners, not disrupt them.

Advisors are just one tool in the box.

Some platforms are promoting their approaches to attract more sophisticated young investors.

There are two that hold stocks that have boosted dividends for 20 years or more.

Taking a 20-year outlook is the best way to make gains, says Lipper number cruncher Tom Roseen.