Investment insights

Retirees should take classes reserved only for seniors and consider taking online courses if going to school is difficult; Plus, what if clients just can't afford to fully retire?

Market corrections provide an opportunity to rebalance into equities at lower prices and glean dividend income.

More states are passing rules to help employees who are not offered retirement plans by their employers; Plus, ways to help clients during a correction.

How advisors can take the costs out of estate planning for their clients. Plus, when it makes sense to make after-tax contributions to a 401(k).

The Internal Revenue Service has not yet adopted the updated assumptions on American's average life span, allowing companies with defined-benefit pension plans to incur at least $18 billion in savings next year; Plus, why the 4% withdrawal rule shouldn't be dismissed.

Trading in retirement accounts rose as the market tumbled in the later part of August, suggesting that retirement investors panicked in the face of the market decline; Plus, nine factors to consider before buying long-term care insurance.

The recent volatility in the stock market has a mixed impact on target-date funds; Plus, why the average American is just plain wrong on Social Security's importance.

Advisors and their clients may be rewarded for not joining the flight from tax-exempt bonds.

Advisors need to help clients avoid ‘recency bias’ — the distortions that recent, well-publicized events can bring about in their thinking.

It can take a lot of work to set up, but planners who help clients use effective cash flow management can greatly improve their lives.

There’s a surge of interest in learning more about the complexities of alternative investments. Don’t be left behind.

Index funds, robo advisors and likely Labor Department regulations are all putting pressure on the traditional 1% AUM fee model.

Passive investing is all the rage but there’s another fund family that’s quietly but exponentially growing.

Recent volatility in the stock market shows that people need an "idiot proof" safety blanket such as Social Security to ensure they will be guaranteed an income after they leave the workforce; Plus, 3 moves to make in a crazy market.

The decline in the stock market gives clients an opportunity to convert their traditional IRA to a Roth IRA; Plus, Gen X is sleeping through retirement wake-up call.

Investment costs, including inflation, can put a heavier dent on retirement income than many clients realize; Plus, can downsizing save a client's retirement?

Which firms on the S&P 500 have the most cash on hand?

Equity allocations are generally higher than years past even for retirees, but some clients are still overexposed to stocks; Plus, the idea of privatizing Social Security is being suggested again by some.

Advisors reported that client allocations changed little in July, but worries about economic troubles were mushrooming, according to a recent survey.

Risk assessment and rebalancing are especially important when the market goes on wild swings; Plus, how clients can benefit from the market correction.