Investment Instruments

The president wants to replace stepped-up basis with a new personal exemption of $100,000 in capital gains at death, among other things.

Assets in U.S. retirement funds reached $22.1 trillion last year after gaining 9 percent year-over-year.

When it comes to their finances, putting aside funds for retirement is way down the list for Americans in 2015.

Optimism among financial advisors in January was the highest it has been in months, largely based on their expectations for the U.S. economy.

The former manager of the worlds largest bond fund says the Fed needs to see a nominal growth rate of 4 percent to 5 percent before raising interest rates.

The odds of a Federal Reserve interest-rate increase as early as June rose after a government report showed payroll gains in January capped the biggest three-month increase in 17 years.