Investment insights

A fund may close its doors to new investors for a number of reasons, but they can still turn out profits for their investors.

Why clients may want to examine their motivations for holding fixed-income assets in a rising interest rate environment.

Policymakers and other experts are debating just how much pre-retirement income should be replaced by Social Security; plus, student debt and savings don't add up.

Need liquidity but hate the tax bite? Pitfalls to avoid with taxable accounts. Plus, crazy-but-legitimate deductions, and how to approach charitable donations.

Despite counterparty risk, these vehicles feature tax benefits for clients that ETFs don't.

Advisors say long-term optimism remains, even though clients' risk tolerance is down.

Looking for income? These funds have the highest expected dividend payments based on current stock prices.

ETFs made investing easier for retail clients, not just in stocks but in riskier areas they may not understand like currencies and bank loans.

President Obama's proposed 2017 budget includes provisions that would scrap the "backdoor" Roth IRA and Roth contributions after 70, ending the tax benefits from these strategies; plus; are 401(k)s and 529 college savings plans safe places for clients to invest?

What clients with college loans need to know to save on their taxes; plus, tips for expat clients filing with the IRS, and knowing the details behind local and state tax deductions.

President Obama's fiscal 2017 budget proposal includes rules that would block investors from making "backdoor Roth" contributions; plus, the best cities for retirement jobs.

Asset location in three simple steps, according to Jefferson National’s Thomas Quinn

Some of the best market segments last year were overlooked by investors, as clients often bought when they should have sold. Were your clients part of the herd?

With interest rates near record lows, it may be a good time to refinance a mortgage. We asked advisors to tell us about the conversations they're having with clients.

A look back at the markets may help advisors and their clients decide on whether to choose alternative strategy funds during a stock retreat.

With interest rates approaching record lows, it may be a good time for your clients to refinance their mortgages. We asked advisors to sound off on the conversations they've been having with clients.

Why clients entering retirement should consider adjusting their spending and saving habits; Plus, the 10 toughest investment decisions for retirees.

Strategies for lowering taxes for aging clients; plus, why your clients shouldn't harvest losses from IRAs, and the states with the lowest and highest taxes on gas.

Why a federal judge ruled that a retirement plan is required to show the custodial agreements it forged with a service provider; Plus, the only annuity solution 'bonus' investors should be looking for.

These funds have the lowest 12-month price-to-earnings ratios. Does that present an opportunity for value-oriented investors, or does the risk-reward ratio lean too much toward risk?