Investment insights

Seeing "great bargains," advisors have been upping client allocations to equities.

An absence of pensions has prompted older workers to increase their working hours and stay longer in the workplace, a recent study finds; plus, how your clients can plan for retirement in their 50s.

When average performances are analyzed rather than just the top funds, a passive strategy prevailed over the past five years.

Deducting management fees to lower your clients' taxes. Plus, the benefits of Roth IRAs and muni bonds.

The market rebound has led to a notable upswing in domestic and global equities. But not all asset classes are seeing the same enthusiasm.

Despite the many benefits that IRAs offer, many people do not use them as a retirement saving tool; plus, what parents should know about Social Security.

A number of seniors opt to relocate in retirement to live closer to their adult children and grandchildren; plus, three ETFs to fund a happy retirement.

Find out what complications arise when family members co-own real estate investments. Plus, strategies that make paying taxes optional and tax breaks for hiring new employees.

These are fundamentally different ideas for retirement income planning, but it doesn't need to be an either/or situation; plus considerations for clients looking to work in retirement.

Why these are better investments than your clients may think.

Here's how advisors can help their clients decide whether they want exposure to the commodity or to related equities in oil companies.

To get a head start on the new rules, Janus Capital’s Matt Sommer suggests these smart moves.

How millennial clients can get more out of their tax returns; plus, a $1 million tax credit clients aren't taking advantage of, and comparing Roth IRAs to deferred comp.

Why some industry experts say long-term interest rates may soon reach historic lows; plus, will change come to the Social Security windfall elimination provision?

Ways the DoL's new fiduciary plan is expected to directly affect advisors; plus, how clients can contribute to a Roth IRA if they're already retired.

The benefits will have no impact on their former spouse's retirement benefits; plus, what clients need to know about their IRAs.

Filling out a NCAA Tournament bracket illuminates skills that could enhance your clients' portfolio choices, a marketing pro says.

Advisors should focus on key questions to best estimate how much retirement savings a client really needs.

A tax break for retired clients who donate IRA assets to qualified charities. Plus, knowing how annuities are taxed for better returns, and strategies for deducting long-term senior care expenses.

Spending in retirement often declines over the years so clients should reduce their withdrawal rates instead of using a fixed approach; plus, the misconception that can sabotage your client's retirement.