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Investment Climate Forecast: Unsettled Markets

Investment Climate Forecast: Unsettled Markets

Rob Isbitts, chief investment officer of Sungarden Fund Management, says the investing climate is "stormy," and investors must moderate their return expectations from the stock indexes.

Disruption Is Needed for the 150-Year Old Closed-End Fund Wrapper

Disruption Is Needed for the 150-Year Old Closed-End Fund Wrapper

Adviser Dan Weiskopf writes that in this world of low fees, closed-end funds are not typically thought of as an appropriate retirement account strategy. But as as an alternative to high yield or as a component to an alternative type of strategy, here's a fund that looks very interesting.

Why You Should Care About the Yield Curve

Why You Should Care About the Yield Curve

The yield curve remains a hot topic on Wall Street as the Federal Reserve pushes forward with its interest rate increases.

What the Coming S&P Sector Changes Mean for Investors

What the Coming S&P Sector Changes Mean for Investors

Late last year, S&P Dow Jones Indices and MSCI announced a makeover to the telecommunication services sector. That could impact a multitude of high-profile stocks.

How Much Can You Spend in Retirement?

How Much Can You Spend in Retirement?

Adviser Clark Randall does a deep-dive into the factors that go into calculating how much money you can spend in your retirement years.

How to Give More to Charity Under the New Tax Law

How to Give More to Charity Under the New Tax Law

If charitable giving is part of your financial plan, a donor-advised fund may be a great tool for your consideration.

Turn an Inherited IRA Into a Family Fortune

Turn an Inherited IRA Into a Family Fortune

Financial adviser David Dixon explains how to manage inherited IRA money to maximize benefits and minimize taxes.

How to Really Diversify Your Retirement Portfolio

How to Really Diversify Your Retirement Portfolio

Adviser Kevin Shuller explains how to understand what diversification is, why it's important and how to use it to protect your retirement savings.

How the Tax Cuts and Jobs Act Affects Retirement Benefits

How the Tax Cuts and Jobs Act Affects Retirement Benefits

Natalie Choate details how tax reform has impacted retirement benefits, especially Roth conversions.

Benefits of a Cash Balance Plan for Retirement Savers

Benefits of a Cash Balance Plan for Retirement Savers

Adviser Mike Weintraub explains the advantages of cash balance plans combined with a 401(k) plan.