For nearly three decades, Jim E. Sloan has been helping Americans retire with peace of mind. As the founder of Jim Sloan & Associates, LLC, Sloan has built his career on educating retirees and ...

A surprise IRS tax bill can derail your retirement budget fast. Here's how to keep that from happening.

Structured notes, long the preserve of banks’ equity derivatives desks, are getting a fixed-income makeover. Banks are investing heavily to overhaul their structured note operations to re-gear them ...

Structured investments, also known as structured notes, are a combination of a bond, which can provide downside protection, and a derivative, which provides leveraged upside benefits, allowing ...