With two of the most severe bear markets of this century fresh in their short-term memories, affluent investors — particularly the youngest investors — appear to be quite skittish about investing in anything but the safest of asset classes.
Last year, many financial advisers worked with clients to implement Roth conversions
A new health insurance tax credit could hit some small financial advisory firms in their sweet spot — but only if they fit a specific profile
Oracle of Omaha says rich folks should pay more in taxes; 'we have it better than we've ever had it'
Carrier rejiggers pricing and products due to low interest rates; 'small window' for rivals
Warren Buffett, who amassed the world's third-biggest personal fortune through decades of stock picks and takeovers, told CNBC his worst investment was the textile mill that gave its name to Berkshire Hathaway Inc.
President's budget would end break on corporate-owned insurance; dividends-received reduction also targeted
The taxman enforceth — now more than ever. Here are a few simple suggestions to stay out of harm's way.
Prudential once again has pulled back on the living benefits in one of its most popular variable annuities
Genworth Financial Inc.'s decision to leave the variable annuities business could herald more departures by other peripheral players this year.
Group still 'kicking the tires' on MetLife annuity; offering is popular with firm's reps, however
LPL Financial soon will unveil to its representatives an expanded menu of fee-based VAs — a product that has proved unpopular among brokers so far.
American workers and retirees are more hopeful about the economy now than they were in the third quarter, but both groups remain worried about their own finances, according to a survey released today.
A proposal to cut by more than half the total amount employers and employees may contribute to their defined-contribution plans could spur some employers to kill the plans, industry lobbyists say.
Congressional failure to extend current marginal rates would slam middle-income earners; 'kick the can'
Rep. Ryan's plan envisions big cuts to Medicare, Social Security, but also caps tax rate at 25%
Bond fund manager sees little risk of major price hikes; other experts agree
College savers are flocking to 529 plans that offer principal protection. But critics says investors in these structured products are likely to come up short when tuition time arrives.
Retirees with less than $50,000 in their individual retirement accounts may not have to take required withdrawals under President Barack Obama's proposed budget.
Lack of investment choices also slammed; fee-based variable annuities the next step?
