Investment insights

While some clients may worry about rising interest rates, other factors, such as China and energy, could have a much greater effect on stock prices in 2016.

Planners need to understand some of the functions that might be included in a modern trust.

A study of 89 years of returns produces surprising insights about holding a portfolio for a very long time.

The biggest U.S. investors suggest caution on bond returns as the Fed raises rates

How donor-advised funds can help charitable gifts, including those from Roth IRAs, work harder for your client.

The idea behind asset allocation is simple: when one market struggles, it’s OK because an investor can jump into another that is thriving. Not so in 2015.

Certain tax strategies can pay off in January. Advisors may want to have their clients jump on these as soon as 2016 starts.

It's hard to beat the crowd when you're a member of the herd.

These ETPs are extreme outliers. As measured by one-year returns, one set of funds and notes has experienced amazing rebounds, while another group has painfully stumbled.

People turning 55 next year will be considered senior citizens and can take advantage of penalty-free distributions from retirement savings plans as long as they meet certain requirements; Plus, how to plan your clients' retirement income to avoid taxes.

Worries about an immediate downdraft in the credit markets following an increase were unfounded, one advisor notes, emphasizing his call to focus on long-term planning.

A 69-year-old retiree who is in good financial standing overall needs to buy more equities with large cash stake; Plus, clients who want to retire at 55 need to consider health insurance needs before they become eligible for Medicare.

Here are strategies and data to remember from fellow advisors and industry analysts.

If you want to know where others are investing, click through to see the mutual funds that have added the most money from investors so far in 2015.

Advisors can tell clients that the Fed will likely be very cautious in the months to come, says columnist Kimberly Foss.

If you want to know where others are investing, click through to see the mutual funds that have added the most money from investors so far in 2015.

Certain bonds have not provided clients with income or less volatility this year, says one chief investment officer.

With clients worried, many advisors say they’ve recently pulled back on bonds and refrained from upping equity allocations, according to our new study.

The mutual fund company founded by legendary investor Marty Whitman makes a rare move to stop withdrawals while it tries to liquidate one of its funds.

How the profits on capital gain distributions can turn into a negative for your clients' wallet. Plus, time is running out on low-interest rate, intra-family loans. Also, not forgetting dependency exemptions before year's end.