Investment insights

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

Good advisors must resist the temptation to chase performance.

Contrarian investors believe it's better to buy low, but just because a fund has been down doesn't mean that a rise is inevitable.

Some clients can qualify for valuable subsidies if they follow plans to hold down household income.

Contrarian investors believe it's better to buy low, but just because a fund has been down doesn't mean that a rise is inevitable.

Seeking above-market returns is foolhardy because costs are inevitably higher.

A new study reveals an ongoing downward trend in expense ratios for equity mutual funds.

High-quality bond funds are much less risky than some investors believe and are not susceptible to bubbles.

High-quality bond funds are much less risky than some investors believe and are not susceptible to bubbles.

Risk assessment questionnaires may produce flawed results because they don’t adequately focus on an client’s need to take risks.

Risk assessment questionnaires may produce flawed results because they don’t adequately focus on an client’s need to take risks.

Given the increased volatility, now is a good time to examine some of the subtleties of dividends and dividend-paying stocks.

Given the increased volatility, now is a good time to examine some of the subtleties of dividends and dividend-paying stocks.

American investors' long-term financial goals are out of sync with the risks they're willing to take to reach them, a new survey finds.

Investors often give their advisors the wrong objectives for a portfolio. Here's how to steer them in the right direction.

One of the benefits of an investment philosophy is that it can provide your clients with more consistent experiences and help them feel more confident in your advice. But if your philosophy is based on

One of the benefits of an investment philosophy is that it can provide your clients with more consistent experiences and help them feel more confident in your advice. But if your philosophy is based on forecasting which stock or market sector will be "hot" then those client experiences might not be very consistent.

Exchange-traded funds offer advisors a way to be aggressive when they spot an opportunity in the market.

Exchange-traded funds offer advisors a way to be aggressive when they spot an opportunity in the market.

With low valuations and improving investor sentiment, emerging markets equities may rebound from their recent correction.