Investment Insights

Preparing for Lower Long-Term Returns: Retirement Scan
Why clients entering retirement should consider adjusting their spending and saving habits; Plus, the 10 toughest investment decisions for retirees.
Strategies for lowering taxes for aging clients; plus, why your clients shouldn't harvest losses from IRAs, and the states with the lowest and highest taxes on gas. Read More »
U.S. stocks joined a rout that has global equities poised to enter a bear market, as investors ignored Janet Yellen's signal that the Federal Reserve won't rush to raise rates in the face of market turmoil. Read More »
Treasuries surged, pushing yields to the lowest in more than three years, as a persistent rout in global financial markets pushed investors into the safest assets. Read More »
Why a federal judge ruled that a retirement plan is required to show the custodial agreements it forged with a service provider; Plus, the only annuity solution 'bonus' investors should be looking for. Read More »
The Fed still expects to raise interest rates gradually but is prepared to postpone its plans if market turbulence proves more than a passing squall. Read More »
Why the compensation model for variable annuities may need to change because of the Labor Department's fiduciary proposal; plus, the pros and cons of 401(k) loans and six critical moves for a carefree retirement. Read More »
The new proposals may end up being the best thing that ever happened to ETNs. Read More »
Worldwide gains in sovereign bonds sent the Japanese benchmark 10-year yield below zero for the first time as investors seeking the safest assets gorged on government debt. Read More »
Why your recently retired clients should avoid an overly conservative investing approach; Plus, three smart ways to maximize your Roth IRA and advice for women nearing retirement age. Read More »
The Fed chairwoman addresses lawmakers this week with mounting speculation against another rate hike happening in March. Read More »
Growth doesn’t have to end because a company has decided it’s time to pay a dividend. Read More »
"There is a de-anchoring of inflation expectations occurring, and this affects how risk-takers are operating in any market that is sensitive to inflation expectations," says a leading market watcher. Read More »
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