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Investment advice

This week’s other huge (but little-noticed) fight: Wall Street’s newest scheme

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While we're all distracted, a quiet battle this week could seriously affect your finances. Here's what's at stake

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An X-ray of one affluent, educated and sophisticated investor's portfolio shows how it was chewed up by fees

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Helping an ex-Fortune 500 retiree prepare for her appearance before Congress, the author waded through a mountain of paper only to discover that the woman was likely to outlive her portfolio.

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Congress should protect investors, not undermine them

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In 1975, when the U.S. Department of Labor issued a rule defining who is an investment advisor under the Employee Retirement Income Security Act, the Vietnam War had just ended,  Steve Jobs was tinkering around his dad’s garage, and Angelina Jolie was barely in diapers.

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Baby Boomer Confidence Level Still Low On Retirement Security, IRI Survey Finds

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Many members of the baby boom generation continue to lack confidence in their retirement outlook, according to a survey released April 8 by the Insured Retirement Institute.

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401(k) rollover study triggers call for action

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A new Government Accountability Office report highlighting the pitfalls of rolling over 401(k) plan accounts is sparking demand for clearer procedures and stronger consumer protections from companies and the federal government.

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Beware Advice on Lump Sum Offers

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If your pension plan gives you a lump sum option, get two or three opinions before taking the money.

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Why Saving In Your 401(k) Might Be Horrible For You

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A 401(k) may be the largest financial asset a family has. They can be great to build wealth, or so defective they may not be worth your participation. They range from excellent to awful. Unfortunately, it’s up to you to decide whether to maximize the opportunity or pass and find better ways to invest.

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After the Storm, the Little Nest Eggs That Couldn’t

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In many ways, things are looking up for America’s economy. After several years of roller-coaster-ish volatility, the Dow Jones industrial average has climbed to its highest level since the 2008 financial crisis. Economic growth, though not robust, has been gathering steam, and the unemployment rate has been inching downward, although fitfully.

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Retirement pros have questions for candidates

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I asked top retirement and aging policy experts this question: "If you could pose one question in a presidential debate to the Republican and Democratic nominees, what would it be?"

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Thanks but No Thanks on 401(k) Advice

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An increasing number of plans offer outside help, typically for a fee. So far, most participants aren't buying in.

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