With senators serving six-year terms and the primary Social Security trust fund used to pay retirement benefits possibly expiring as soon as 2032, the 2026 class will have a lot to say about the ...

Looking at long-term, multi-year performance is important for any client considering a stock or fund investment, but ...

The program's funding outlook remains bleak, but conditions at the Social Security Administration appear to have stabilized.

Given the current climate for stocks and bonds, as well as global uncertainty, its potential deserves revisiting.

See the accompanying gallery for five of the 10 trends that OliverWyman has identified for 2026.

The OBBBA provided "stability and predictability" for advisors, Bush said. "The new tax code makes minor adjustments to the existing code, but essentially, it remains the same with key elements like ...

Only 58% of retirees have the cash to cover a year's worth of emergency spending; another 16% could get it from a retirement account, according to a CRR study.

Carson Group forecasts a continued hearty run for stocks in 2026, with a 12% to 15% gain in the S&P 500, based on surging investment in artificial intelligence and supportive fiscal and monetary ...

Mega-RIAs Mercer, Wealth Enhancement Group and Creative Planning are among the first firms to join a new client referral program being offered by Goldman Sachs.

Connecticut regulators are warning that they will probably have to liquidate a company that was once a major issuer of variable annuities and variable life insurance policies, rather than continuing ...

The handbook offers both a review of the annuity basics and an in-depth look at the state of the marketplace. It also ...

In 2025, the typical U.S. household needed seven years to save for a typical down payment, according to a December study by ...