Investment Insights

Top Funds That Invest in U.S. Banks
Bank stocks are generating buzz among investors and if rates rise, the outlook is even better. Here are the best-performing funds with a concentration in banking.
Seniors who have no need for required minimum distributions from their retirement accounts may re-invest the funds so the money can start generating an income again; Plus, seven retirement money wasters to avoid. Read More »
A J.P. Morgan study shows baby boomer spending needs could face funding constraints as they grow older, challenging advisors helping these aging clients maintain their lifestyles. Read More »
Advisors can point clients to undervalued investments in the energy sector for tax-loss harvesting. Plus, avoiding the cost of MLPs in retirement accounts. Read More »
Sen. Patty Murray, D-Wash., introduced legislation that would enable unmarried, divorced and widowed women to collect bigger Social Security benefits; Plus, protecting your client's portfolio from the downside. Read More »
Some workers may consider suing their employers if the 401(k) plans they offer limited investment options, poor funds and hefty fees; Plus, the pros and cons of income-generating strategies in retirement. Read More »
The complicated rules for 401(k) plans, IRAs and other retirement accounts have created many traps that even some smart investors fail to avoid; Plus, how Social Security rule changes affect your clients. Read More »
Here are the best-performing mutual funds over the past three years with the lowest expense ratios. Read More »
These 20 funds didn't just rise with the tide; they exceeded expectations and generated genuine gains. Read More »
How to best convert a client's 401(k) to a Roth IRA. Plus, ways advisors can boost a client's retirement income, and last-minute techniques for reducing an IRS bill. Read More »
Federal Reserve officials stressed that policy should be tightened only gradually after interest rates are increased for the first time since 2006, with New York Fed President William C. Dudley saying the conditions for liftoff "could soon be satisfied." Read More »
“Estimated stock returns will dwarf fixed income,” said Howard Ward, chief investment officer for GAMCO Investors. Read More »
Your clients can realize real value from their losing investments, especially amid volatile markets, says Kimberly Foss. Read More »
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