Top Portfolio Products: Vanguard Adds Core Bond Fund
Why Vanguard is adding another actively managed bond fund to its stable of funds.
When Good Business Allows You to Do Good
Younger investors and women want to make money and accomplish social, environmental or corporate governance change at the same time, now and not when they’re older.
Kotlikoff: 10 Ways to Maximize Social Security Benefits Under New Law
Nearly 1.5 million baby boomers have the next four months to decide whether to file and suspend their Social Security benefits, or to suspend if they have already filed.
Who Wants to Retire at 72?
Americans would have to work until 72 to maintain the current worker-retiree ratio in 2050, former UN population director Joseph Chamie says.
How to Protect Inherited Retirement Assets
Designating a beneficiary for clients’ retirement accounts doesn’t guarantee the assets will be properly distributed, lawyer John Goralka warns.
Bad Days Mean Bad Investments for Clients
Your clients’ moods affect their investment decisions and willingness to take on risk, research shows.
Top Portfolio Products: New Indexes from ArthVeda; ETFs from Guggenheim and State Street
How State Street's new Natural Resources ETF redefines the label.
Munnell Report Rattles DC vs. DB Plan Debate on Investing, Fees
A white paper co-authored by Alicia Munnell questions the conventional wisdom about DC plan participants versus DB plan participants on investing skills and fees.
An Advisor’s Year-End To-Do List, Pt. 1: RMDs and Harvesting
As 2015 nears its end, these two action items should be on every advisor’s list.
Consumer Credit Card Debt Near ‘Unsustainable’ Levels: CardHub
Consumers paid off almost $35 billion of credit card debt in Q1, then racked up another $53.3 billion over the next two quarters, CardHub reported.