Products & Investments

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  1. IRA Taxes: Tips for Reducing What You'll Owe

    Once you retire, taxation on an IRA can become your biggest enemy. Here are a few steps that can help ease the tax burden.
  2. Will the Backdoor Roth IRA be Eliminated?

    The President’s 2017 budget has proposed several changes to the rules regarding retirement accounts with those for Roth IRAs ...
  3. Prudential is the Latest to Cut ETF Fees

    Prudential Investments has become the latest fund manager to cut ETF fees.
  4. The Average EPS Earnings Season 'Beat Rate' Is 62%

    Stacked deck: Q3 earnings are coming in above expectations, likely because forecasts are, once again, too low. So why do ...
  5. Index Mutual Funds Vs. Index ETFs

    When considering an index mutual fund versus the ETF variety, investors should consult an experienced professional.
  6. A Look at the SEC's New Mutual Fund Liquidity Rules

    The SEC has released new liquidity rules for mutual funds aimed at reducing risk.
  7. Advisors Have Invested $1.3 Trillion With Vanguard

    Many advisors who previously eschewed Vanguard mutual funds in lieu of others are now turning to the investment giant in ...
  8. 300 Global ETFs to Get Morningstar Ratings

    Morningstar, an investment research provider, is adding 300 exchange-traded funds to its stable of 650 ETFs.
  9. Why the Current Social Security Cost-of-Living Index Is Hurting Retirees

    The Social Security cost-of-living adjustment is just 0.3% in 2017; advocates say senior inflation's much more. Result: Medicare ...
  10. Funds with the Largest Inflows for September, 2016 (VTI, XLRE)

    As the third quarter drew to a close, investors continued to pour money into passive funds, while active funds battled heavy ...
  11. FINRA on Track for Record Year of Fines

    FINRA is on track to levy fines that hit a record level amount in 2016.
  12. ETF Profits: How Much Money Are Providers Making?

    Though major ETF providers keep slashing fees, as a whole the industry is generating billions in revenue.
  13. ETF Growth Coming From Baby Boomer Investors

    A new report reveals that Baby Boomers are the generation most interested in ETFs, the growth of which continues to mushroom. ...
  14. Long-Term Care Expenses: What You Should Know

    Being prepared for long-term care is a critical element of financial planning. Here's what it costs.
  15. Charles Schwab to Lower Some ETF Fees

    Charles Schwab has become the latest fund provider to slash its ETF fees.
  16. Why So Many ETFs End Up Shutting Down

    Despite the popularity of ETFs, a growing number are liquidating. Here are some reasons why.
  17. Fiduciary Rule May Push ETF Assets to $10 Trillion

    Assets in exchange-traded products could hit $10 trillion by 2020 in the wake of the new fiduciary rule.
  18. Do Retirement Accounts Go Through Probate?

    It's tough when retirement accounts have go through probate, tying up those funds after death. Here is how you can prevent ...
  19. Target-Date ETFs in a 401(k)? Probably Not. And Here's Why

    Target-date ETFs aren't likely to become a popular offering in defined contribution plans any time soon. Here's why.
  20. Business Development Companies: What Advisors, Clients Should Know (ARCC, ACAS)

    Business development companies can provide investors with a higher yield, but these instruments also come with substantial ...
  21. The Importance of Making an Annual Financial Plan

    Making an annual financial plan is a smart way to ensure staying on track with your retirement, savings and investing goals ...
  22. Managed Payout Funds vs. Annuities: How Do They Compare?

    Despite the advantages that they offer over annuities, managed payout funds have been slow to catch on with investors.
  23. The Bad News About Long-Term Care

    The costs of long-term care continue to increase and most retirees can't afford to pay out of pocket for these services for ...
  24. News Bills Would Allow Annuities in 401(k) Plans

    A new bill aims to make it less difficult for employers to incorporate annuities into their retirement plans.
  25. ETFs That Will Benefit from New Money Market Rules

    The new level of instability in money market funds may represent an opportunity for certain ETFs that seek to provide investors ...
  26. Financial Planning Lessons from José Fernández's Untimely Death

    What financial planning lessons can be learned from the untimely passing of Miami Marlins pitcher José Fernández?
  27. Top Smart Beta ETFs for High Dividend Stocks (DVY, DYM)

    A detailed look at the five largest smart beta ETFs which focus on high-dividend paying stocks.
  28. Volatility and Inverse ETFs: Understand The Risks

    Inverse ETFs sound like a great way to take advantage of market volatility. But it's important to understand how they work ...
  29. The Most Common Pitfall I See in Personal Finance

    Making decisions about insurance can be challenging. But declining coverage altogether comes with it's own risks, and costs.
  30. Long-Term Care Insurance: What to Consider

    Long-term care may be a wild card in your financial plan, but at the very least, it should be discussed with your financial ...
  31. How to Evaluate Smart Beta ETF Strategies (IWD, IWF)

    ETF providers are rolling out new smart beta products at a rapid pace. Here are some ways to evaluate them.
  32. Protecting Your Assets from Contingencies

    It really doesn't matter how well you've saved or invested if your assets aren't protected.
  33. The Perils of Investing in Leveraged ETFs

    Leveraged ETFs are best suited for day traders versus buy-and-hold investors who have a longer time horizon.
  34. Do Low Volatility Smart Beta ETFs Make Sense?

    Do low volatility ETFs have a place in client portfolios as either core or satellite holdings?
  35. The Crippling Cost of Self-Insuring Long-Term Care

    Covering the cost of long-term care without insurance can deplete retirement savings quickly.
  36. Understanding the Benefits of Rollover IRAs

    Need help deciding what to do with your 401(k) plan from a former employer? Here are your options.
  37. Defined Contribution Health Plans: A Primer

    A look at defined contribution health plans and how they work for both employees and employers.
  38. August Saw a Shift to Equity from Safe-Haven ETFs

    Inflows into ETFs in August shifted from conservative fixed-income funds to higher-risk equity funds.
  39. Insurance for Young Medical Professionals

    These are the insurance do's and don'ts for young medical professionals.
  40. To Roll or Not to Roll: 401(k) Considerations

    If you're on the fence about keeping your 401(k) or rolling it over, make sure you're considering the following scenarios.
  41. Why Investing in Commodities Can Be Tricky

    While some exposure to commodities can enhance a portfolio, it is key to understand the investment vehicle you've chosen, ...
  42. Top Five Smart Beta Momentum ETFs

    Momentum is a popular smart beta factor for investors willing to take risks. Here are the five biggest smart beta momentum ...
  43. Need Help Saving for Retirement? New Regulations Are on the Way

    The Department of Labor is enticing state governments to set up state-run retirement plans for private-sector workers, but ...
  44. Smart Beta ETFs: The Pros and Cons

    Pros and cons of smart beta ETFs.
  45. Tax-Friendly Options for Long-Term Care Insurance

    Here are four tax-advantaged ways to help reduce the financial burden of long-term care insurance.
  46. 9 Things Your Annuity Salesperson Might Not Say

    Your variable annuity salesperson should tell you many things. But there's a chance they'll leave out some crucial details.
  47. Basis

    1. The variation between the spot price of a deliverable commodity and the relative price of the futures contract for the ...
  48. Overview of American Funds Fundamental Investors Fund (ANCFX)

    Discover American Funds Fundamental Investors Fund, a large-cap stock fund with excellent long-term returns. Learn about ...
  49. Low-Volatility ETFs: Becoming Overvalued?

    Has the popularity of low-volatility ETFs caused them to become overvalued and more risky than investors and advisors expect? ...
  50. Building A Better Mousetrap With Smart Beta ETFs

    What exactly are smart beta funds and how can they be used in a portfolio?
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