Investment Instruments

There are more affluent Americans than ever before.

Social Security expert Laurence J. Kotlikoff has plenty to say about the system, not much of it good.

Charles Schwab has opened its Intelligent Portfolios platform to the retail market, calling it Blue.

The client redemptions that plagued Bill Gross at his old job have followed him to his new one as well.

Amid all the press about unfunded liabilities and legal battles, some public pension systems manage, and are managed, quite well.

Thirty percent said they could save more but dont, and 26 percent admitted they have more debt than they should.