Investment insights

Staggering income annuities may help address clients' anxiety about long life expectancy and low investment yields. Here are two different approaches.

Setting up small speculative accounts for adventurous clients may help to keep them on a prudent path with the rest of their portfolio.

An active tax indexing strategy enables clients with big holdings in their employers' stock to maintain the portfolio's risk positioning and reduce the tax pain.

When converting a regular IRA into a Roth IRA, it may be wise to use risky assets and be ready to undo the conversion if the assets move in the wrong direction.

Setting up small speculative accounts for adventurous clients may help to keep them on a prudent path with the rest of their portfolio.

An active tax indexing strategy enables clients with big holdings in their employers' stock to maintain the portfolio's risk positioning and reduce the tax pain.

When converting a regular IRA into a Roth IRA, it may be wise to use risky assets and be ready to undo the conversion if the assets move in the wrong direction.

Leuthold Global ranges broadly, hoping to find themes that are in favor no matter what the markets throw its way.

It's hard -- really hard -- to pick investments that outperform over time, Fama, the 2013 Nobel prize winner in economics, told advisors.

Narrow investment strategies and narrow fund categories tend to result in worse results for investors.

Narrow investment strategies and narrow fund categories tend to result in worse results for investors.

Royal Bank of Canada, the first Canadian lender to report second-quarter results, posted profit that beat analysts’ estimates on record earnings from wealth management and a lift from trading.

In its zeal for products and performance, the fund industry is not delivering what today’s advisors need.

Holding down clients' investment income can reduce exposure to the 3.8% surtax imposed on high-income taxpayers.

Holding down clients' investment income can reduce exposure to the 3.8% surtax imposed on high-income taxpayers.

It is more important to rebalance in order to maintain a consistent asset allocation than it is to choose the right allocation in the first place.

It is more important to rebalance in order to maintain a consistent asset allocation than it is to choose the right allocation in the first place.

Here's a snapshot of the best ideas to come out of this year's conference.

What’s Really Behind the Proprietary Criteria for Indexes?

Tax costs are too high, and clients need to take advantage of losses when they are available.