Investment insights

But they still prefer U.S. over global assets, according to advisors.

There are various ways to buy a call option on the S&P 500, and each has its own taxation structure.

Voices: Separately managed accounts allow clients to invest in line with personal values, while also offering customization and tax advantages over mutual funds and ETFs.

Voices: Self-proclaimed market wizards often have records of accuracy that fall far short of the hype that surrounds their reputations. Advisors, beware.

There’s room for improvement in investors’ approach to tax planning. Only 29% of those surveyed pay attention to the impact of taxes on their investments.

You can’t know how a ground-floor investment will pan out, but you can help clients understand the risks and maximize their chances of success.

If you’ve only made note of birthdays and anniversaries, you’re missing out.

Ginnie Mae funds have their benefits, but they may be vulnerable to falling — and rising — interest rates.

Strategies for writing off investment costs; plus knowing the taxes and penalties on Roth IRA withdrawals and tax breaks for college students.

A thought-provoking look at how Vanguard products – and potential retirement plan alternatives – touched off a debate.

Bludgeoned by falling energy prices, at least a dozen oil and natural gas companies have opted to cut dividends this year to preserve cash.

Though much lauded in academic literature, there are good reasons your clients should not own a market portfolio, according to our columnist.

These tips may take the bite out of individual income tax rate increases recently passed by Congress, says a leading retirement strategist.

Complications when using IRA investments to hold master limited partnerships; plus, minimizing taxes when clients are no longer on the payroll, and a smart RMD investment strategy.

One adviser goes head to head with the fund giant on fixed-income investing, managed payout and global bond funds, and the best solution for cash.

The federal government's failure to pass adequate measures to address the looming retirement crisis may prompt states to create their own programs, one researcher writes; plus, can clients have two 401(k) plans at the same time?

Active funds may be winning the ongoing debate at the moment, but that comes with a few caveats.

Many investors are improperly using target-date funds and are losing the "set it and forget it" benefit; plus, what Social Security checks will look like if cuts are made.

Your clients' money is no good to these portfolio managers, but investors who already own these funds can still reap the rewards.

Clients who saw a drop in value after converting an IRA to a Roth in 2015 may want to try these do-overs, which may trim their taxes. Plus, tips for millennials and some surprising deductions.