Investment insights

Increased tax rates have made it more costly to sell appreciated assets, so it may be better to make charitable or family gifts. Specified selling strategies can also help keep HNW clients from max-tax territory.

Increased tax rates have made it more costly to sell appreciated assets, so it may be better to make charitable or family gifts. Specified selling strategies can also help keep HNW clients from max-tax territory.

When it comes to fixed-income, advisors often leave the driving to bond managers. But with potholes up ahead, this passive approach won't cut it. Here's how to survive the bumpy road.

Managed futures offer a less risky way to give clients commodities exposure.

Over a lunch of PB&J sandwiches, Vanguard founder John Bogle discusses the shift to passive investing, the rise in ETFs and the proliferation of indexes.

Here's what advisors can do when a client resists selling a stock that's grossly overweighted in his or her portfolio.

Financial advisors to some of the wealthiest Americans see struggling Puerto Rico as an outlier in the $3.7 trillion local-debt market, leading them to add municipal bonds as the steepest federal tax rates in more than a decade loom.

Don't be fooled by its sparkle; gold is more risk than reward.

The world’s biggest bond dealers are showing almost no confidence in the best annual start for Treasuries since 2008.

A deep Morningstar analysis finds stocks to be safer bets than even Treasury bills over the long haul.

Municipal mutual funds reported $82.1 million of net inflows in the week ended Feb. 12, bouncing back from a $227.3 million outflow the week before, Lipper FMI reported Thursday.

Municipal mutual funds reported $82.1 million of net inflows in the week ended Feb. 12, Lipper FMI said Thursday.

Last year's spectacular S&P 500 gains may have clients demanding more large-cap stocks. Here's how to resist.

The Fed's tapering policy will likely result in a moderate rise in interest rates accompanied by modest equity returns, according to one investment strategist.

Stephen Mandel of Lone Pine Capital made hedge-fund investors the most money for the second straight year in 2013.

Investors shifted record amounts out of U.S. stock funds and into bonds, while withdrawing money from emerging-market equities for a 15th straight week, according to Citigroup.

Advisors must consider whether bank stocks pose a particular risk to dividend-focused clients.

Treasuries fell, pushing 10-year note yields higher for a third day, as a report showed initial claims for unemployment benefits fell last week, reducing haven demand.

Who would have expected that after four years of up markets, the S&P would return more than 32% last year? Here are some lessons learned from 2013, according to one advisor coach.

U.S. stocks advanced as investors assessed corporate earnings and data showing factory orders fell less than estimated in December.