Retirement Planning and Obama’s 2016 Budget
While backers say the budget will make it easier to save for retirement, experts have mixed opinions on its potential effects on seniors.
3 Alt Investments That Deserve an Oscar: Morningstar
These three alternative fund categories are on track for compelling — but not necessarily uplifting — performances this year, analyst Josh Charlson says.
Fighting Financial Exploitation of Seniors
Senators, SEC Investor Advocate Rick Fleming and NASAA ponder whether new laws and programs could make it easier to report financial abuse.
Retirement Advocates Share Top Priorities With Congress
The country has a new Republican-controlled congress, and with it, the opportunity to set new or shore up existing policies when it comes to retirement planning.
CBO Says Entitlements Will Cause Ballooning Deficits
Does that mean reform of Social Security and health care programs is coming? Probably not, says strategist Greg Valliere.
Housing Market May Never Recover
Despite government aid, rock-bottom interest rates and enthusiastic overseas buyers, housing may never spring back to its pre-recession levels.
Axel Merk: ‘There Is No Safe Asset Anymore’
In a provocative and wide-ranging interview, currency manager Merk says stocks will fall, cash isn't a haven and he "wouldn’t touch bonds with a broomstick."
Charitable Giving: Good for Clients’ Charities, Taxes and Financial Plans
Equity-owning clients with low cost basis positions can benefit from a tax-efficient charitable strategy that complements the overall financial plan.
6 Top Tax Changes for 2015
These are the major changes to the Internal Revenue Code taking effect in 2015.
Finke: When Municipal Bonds Get Exciting
Munis can hold considerable attraction, under the right circumstances.