William Harding of Morningstar Investment Management, head of alternatives research Nadia Papagiannis, and ETF analyst Tim Strauts outline smart diversification strategies in this 50-minute roundtable discussion.
The Social Security Administration's Doug Nguyen and Andrew Salata clarify misconceived Medicare rules, including premiums, enrollment dates, differences from Social Security, and more.
Families of future and current college students should be mindful of the effects of sequestration, a university's 'Scorecard,' their own savings projections, and their future debt loads.
The Securities and Exchange Commission may move ahead with "harmonization" of broker and investment-adviser rules before deciding whether to propse a rule that would raise investment-advice standards for brokers. That is creating concern in the adviser community.