Affluent clients are confident about retirement plans, but not medical expenses
Concerns about such investments' performance persist despite mounting evidence to the contrary
Massachusetts securities czar says insurer's failure to make pension payments enabled it to lower reserves
Market trims losses after National Trade Council director Peter Navarro calms concerns about a trade war.
Bonds backed by revenue streams such as taxes or tolls are starting to see downgrades from the rating agencies
If the rate of return on the policy exceeds the loan's interest rate over the life of the contract, the client comes out ahead. But beware the risks.
James Hocker took money from 25 mostly elderly, unsophisticated investors.
Transaction could involve Guggenheim taking on Munich Re's asset management unit
General Electric was the last original Dow member, a spot it held for more than 100 years.
The perennially bearish Rogers will look for volatility trends, aided by artificial intelligence.
Lisa Marie Schurhammer said to have engaged in phony annuity and gold sales.
Despite stronger economy, 1 in 4 of the highest-income households either have no emergency savings or just enough to cover less than three months.
Georgetown report also notes diversification of TDFs requires education for participants and oversight by plan sponsors.
Investors are hell-bent on industrials-to-small-caps rotation trade
Also adds ETFs from iShares, Direxion and others
No-transaction-fee options are a big hit with investors, but funds wind up paying the costs — and passing them on.
Lawsuit claims insurers 'betrayed' thousands of pension plan participants and beneficiaries.
More than 70% of those under 40 want their wealth managers to discuss the subject.
Says viewing health costs as a staggering lump sum impedes action and planning.
Association health plans would lack some of the protections required under Obamacare.
