Investment insights

The modern version of balanced funds, these portfolios continue to make inroads with investors.

Predictions of a hard landing for this nation's economy are overblown.

Many planning metrics, used forever to craft retirement portfolios, are no longer valid. Here are the new numbers and strategies you'll need when planning for your clients' tomorrows.

A run-down of the stories in this issue, which includes discussions of the new crop of metrics that will influence your clients' retirement portfolios and the challenges of traditional long-term care insurance.

The rate New York state and its local governments pay to the $160.4 billion pension fund will drop for the first time in five years, Comptroller Thomas DiNapoli said.

As real estate recovers, non-listed REITs are soaring, but they haven’t been much of a hit with customers of Merrill Lynch.

As we hit the 20-year mark in the ETF business, one might ask: What will that future bring? History is our best guide in that the next 20 years will look similar to the last 20. And that’s a good thing.

It’s a mistake for investors to be focusing on fixed income, according to Joseph L. Hooley, chief executive officer of Boston-based State Street Corp.

Con artists are taking advantage of the legalization of medical marijuana to lure investors into buying stock in weed-related companies, regulators said.

Advisors, keep your eyes open for a new product that’s designed to help clients make investment decisions themselves that align with their values.

With the recent increase in interest rates, the de minimis risk grows for municipal bond investors.

The California Public Employees’ Retirement System, the largest U.S. pension fund, reported the value of its commodity holdings climbed 1 percent in June from the previous month.

Foreign stocks generally pay higher dividends and offer great sector diversity for investors hunting yields, says Philip Camporeale of J.P. Morgan Asset Management. But beware the tax hit.

Six in 10 penta-millionaires chose absolute returns and total assets to gauge their success, nearly identical to people in the lower-tier mass affluent segment.

Institutional investors' allocations to dollar-denominated bonds have dropped to the lowest level since 2007 as strategists at Morgan Stanley and JPMorgan Chase & Co. see a shift away from the debt that may fuel higher borrowing costs.

Survey results showed that more than three-quarters (77%) of high-net-worth investors expect to beat or match the market this year with approximately half (48%) feeling the stock market is appropriately valued and 17% feeling it is undervalued.

The search for yield has been a persistent and vexing challenge for anyone charged with managing money. But what are the options?

Investing directly in private companies is becoming increasingly popular with wealthy families.

After a study found 53% of advisors intended to boost their allocation to U.S. equities, Denver-area CFP James Osborne took to Twitter to respond.

Susan Bradley, founder of the Sudden Money Institute, discusses how advisors can best work with clients who win the lottery or inherit a large sum.