Investment Products

Single-Best 401K Upgrade: Retirement Scan
Despite the flaws in 401(k) plans, clients can take steps to improve their situations; Plus, clients should beware the retirement splurge.
Seniors who have no need for required minimum distributions from their retirement accounts may re-invest the funds so the money can start generating an income again; Plus, seven retirement money wasters to avoid. Read More »
Online tools such the one developed by the Consumer Financial Protection Bureau can help clients determine the best time to claim their Social Security retirement benefits for maximum results; Plus, do your clients need life insurance after they retire? Read More »
Sen. Patty Murray, D-Wash., introduced legislation that would enable unmarried, divorced and widowed women to collect bigger Social Security benefits; Plus, protecting your client's portfolio from the downside. Read More »
Given the potential for further ECB easing combined with Federal Reserve tightening in the near future, European stocks could perform well in the months ahead. Here are some European ETF choices for advisors and clients who favor dividend-paying equities. Read More »
Some workers may consider suing their employers if the 401(k) plans they offer limited investment options, poor funds and hefty fees; Plus, the pros and cons of income-generating strategies in retirement. Read More »
Despite high volatility and the Great Recession of 2008, these funds never turned in a bum year. Read More »
These funds are only for true long-term planners. Nervous Nellies need not apply. Read More »
The complicated rules for 401(k) plans, IRAs and other retirement accounts have created many traps that even some smart investors fail to avoid; Plus, how Social Security rule changes affect your clients. Read More »
You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years. Read More »
Companies that provide advice on Social Security are rushing to update their computer after a new law scraps "file-and-suspend" strategies; Plus, five smart things your clients should do the minute they retire. Read More »
Retirees who want to boost their current income stream and expect to have a long life span are better off with an immediate annuity than other annuity types; Plus, five myths about IRAs. Read More »
Using stop-loss market orders can backfire during extreme market swings. Stop-loss limit orders may offer a better approach. Read More »
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