Stock Price Path Drives Investing Decisions: Behavioral Finance Study
When a big game ends in a tie, fans' reaction depends on how their team got there. The same goes for stock investing.
Bracing for the Next Wave of 401(k) Lawsuits
The 10 largest class-action settlements of ERISA claims topped $1.3 billion in 2014, almost 10 times the sum of the biggest settlements in 2013.
NAPA’s Deep Reservations About DOL’s Broker Rules
NAPA says it opposes any regulation that would hamper an advisor's ability to help retiring clients shift their savings to an IRA.
Bernanke: Low Rates Are the Long-Term Trend
The Fed has not distorted markets or kept them artificially low, the former Fed chairman writes in his new blog for the Brookings Institution.
10 Worst States for Retirement: 2015
Weather, crime and taxes make some places less desirable than others.
Ameriprise Agrees to $27.5M 401(k) Settlement
The broker-dealer was accused of charging its employees high fees and using expensive proprietary funds.
10 Best States for Retirement: 2015
Crime, weather and taxes factor into how the states stack up.
Scary Retirement Study: Health Care Will Eat Up Social Security Benefits
HealthView’s annual report says couples who are 55 will need to start stashing $1,200 a month just for health care.
Tax-Deferred Retirement Saving, Without a 401(k)
The single most powerful feature of an annuity is not guaranteed income, says Mitch Caplan, CEO of Jefferson National.
Evensky, in Reversal, Sees Annuities as Vital for Retirement
Evensky talks to ThinkAdvisor about why he changed his mind on annuities and why the notion that fiduciary advice will raise investor costs is “balderdash.”