Investment Insights

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2 Troubling Trends in Retirement Planning: Retirement Scan

Retirees need to carefully consider using robo investment advisors, which could put their investments at risk in the coming years; Plus, what Medicare costs in 2015 and what's covered.

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Investing Strategies for a Strong Dollar

If the buck keeps rising, which investment tactics will offer the highest payoff for clients? more »

Warning: Bond Funds That Act Like Stocks

Some fixed-income funds behave like equities, failing to give sufficient downside protection to a diversified portfolio. more »

Which States Tax Social Security Benefits?: Retirement Scan

There are 13 states that subject Social Security benefits to tax; Plus, why investors shouldn't hold an annuity in their Roth IRAs. more »

Investor Confidence Up in Morgan Stanley Poll

A new Morgan Stanley Wealth Management study looked at investor sentiments on domestic and global economies. more »

Morningstar Names Fund Managers of the Year

Morningstar's recognition goes to funds boasting high returns and smart trading. more »

Former Senator, Governor Calls for Higher Social Security Benefits: Retirement Scan

Bob Kerrey, a former U.S. Senator and governor of Nebraska, says that people who have Social Security as their only source of income need more help: Plus, cheap oil prices won't cause your 401(k) to crash. more »

Gross Put More Than $700 Million in Janus Unconstrained Fund

Bill Gross invested more than $700 million of his own money in his unconstrained bond fund, Janus Capital Group's CEO Dick Weil said today in a conference call with investors and analysts. more »

Kitces: How to Fix LTC Insurance

What was once a higher-cost, lower-probability risk is halfway to being a sure thing. That means existing policies may be a bad deal. more »

Advisors Blast Obama's Tax Proposals

The president's proposals are "not a good capital investment policy in my view, and I think many clients would agree," says Jeanie Wyatt, CEO and CIO of South Texas Money Management in Houston. more »

Capsizing Disability Insurance Program Needs Lifeline: Retirement Scan

New legislation is needed that would include provisions to curb number of fund beneficiaries and enable more of them to return to work; Plus, Calpers not cutting its private equity allocations, but is reducing the managers it works with. more »

Fifth Third Securities to Pay $100K to Settle Customer Complaint

Customer alleged that broker made unsuitable recommendations of mutual funds, structured products and equities that set him back more than $125,000. more »

Which Sectors Are Best for Dividend Investors?

Where should advisors look for dividends in the stock market? Here's a closer look at what S&P 500 sectors yield, how dividends have been growing (or shrinking) in relation to the overall market, and what percentage of stocks in the sector provide a dividend. more »

Pimco Will Fight Shareholder Lawsuit Over Fees, Salaries

Pimco will fight a lawsuit by a shareholder of its Total Return Fund alleging the company gouges investors with excessive advisory fees to support billion-dollar bonuses for top executives. more »

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