Investment insights

Why the compensation model for variable annuities may need to change because of the Labor Department's fiduciary proposal; plus, the pros and cons of 401(k) loans and six critical moves for a carefree retirement.

These funds have the highest 12-month price-to-earnings ratios. Nice investments, if you bought 12 months ago, but now they may be richly priced.

Why your recently retired clients should avoid an overly conservative investing approach; Plus, three smart ways to maximize your Roth IRA and advice for women nearing retirement age.

Growth doesn’t have to end because a company has decided it’s time to pay a dividend.

Retirement savers need to review their asset allocations because many investments are becoming more correlated as the global economy increasingly becomes intertwined; Plus, why the gender gap haunts women even in retirement.

Buybacks and dividends each have their benefits for clients. Plus: Five ways to make money off market volatility, and when to start growing Roth IRAs.

There's little on the performance side, but some funds manage to pay out more than others while keeping costs low.

There's little on the performance side, but some funds manage to pay out more than others while keeping costs low.

Whether an advisor should steer clients into currency-hedged international funds is a very close call. Here’s how to make it.

When a client moans about not having the hot stock of the moment in her portfolio, here's what to tell her.

Despite a law signed in late 2015, advisors who master the arcane rules of Social Security stand to prosper.

The benefits debate is part of a concerted effort to show that Social Security is too expensive and needs to be cut, writes Alicia Munnell, director of the Center for Retirement Research at Boston College.

Clients looking to retire may want to consider relocating to these states to save on taxes. Plus: when it's ok to claim legal expenses, and why filing without receipts may be the new norm.

Years of losses can take a toll on a client's psyche; they can also create buying opportunities.

Advisors have been easing off on stocks as clients express a long list of concerns about global markets.

Investing in health funds in recent years would have kept your clients healthy, wealthy and wise.

Investing in health funds in recent years would have kept your clients healthy, wealthy and wise.

Several factors should be weighed when clients are deciding whether they should defer taxes on their investments.

It’s not just about making money. Advisors do a big service when they help their clients use their money to improve their lives.

Municipal demand and prices are up so far this year, buoyed by market technicals, according to Jeffrey Lipton, head of municipal research and strategy at Oppenheimer.