Some asset managers—BlackRock among them—are eager to add private-market investments to retirement plan products, such as target-date funds. Morningstar’s senior principal for multi-asset strategy ...

Splitero reports on the differences between HELOCs and home equity investments, highlighting their structures, costs, and ideal uses.

Private equity may be available in 401(k) plans in the future. But is it a good retirement investment? Many, or all, of the products featured on this page are from our advertising partners who ...

Private equity lets investors buy into non-public firms aiming for profit through strategic improvements. Investors need accreditation due to legal restrictions and high entry costs targeted at ...

Imagine tapping your home’s value for cash without having to take out a loan. The money’s tax-free, and you don’t pay interest on it — in fact, you don’t make monthly payments at all. You don’t need a ...

Chances are very good that your 401(k) does not currently offer you access to private equity investments, which, as the name implies, are investments in companies that are not publicly traded. The ...

The returns of private equity investments will grab any investor's attention, but there are risks to consider before jumping into those vehicles, financial advisors and other experts warn. Those ...

On August 7, President Donald Trump signed an Executive Order allowing 401(k) savers to access alternative assets in their retirement plans. That means that you could invest in companies that aren't ...

As pension funds, sovereign-wealth funds, endowments, and other institutional investors pare private-equity stakes to generate cash and rebalance their portfolios, Wall Street has gone looking for new ...

When private equity firms present their track records to investors, the charts often look too good to be true—higher returns with lower volatility than public markets. As it turns out, they often are ...

Historically, private equity has not been among the investment options available for 401(k) plans. But that could soon change, providing a new opportunity for retirement savers — though also one that ...