Investment insights

Some clients prefer to buy income-producing properties outright rather than invest in real estate investment trusts.

Recent years have been discouraging for investors in managed futures but some signs point to a possible turnaround.

Low-income years for clients, usually in between jobs, offer opportunities for cashing-in on investments. Plus, ways to avoid the tax traps of restricted stock units, and how Roth IRAs may be tax-free for years to come.

Retirement researchers, academics and retirees weigh in on the issues they learned earlier in life from their parents; Plus, how much retirement income will $1 million generate?

Potential regulatory legislation may soon restrict strategies surrounding the backdoor Roth IRA; plus, how to retire on $25,600 a year and why most clients can’t even guess what their Social Security benefits will be.

Ways your elderly clients can avoid becoming the victim of a scam; plus, what you need to know about Social Security benefits and what to do if your clients' 401(k) stinks.

How clients might benefit from putting a hold on certain retirement strategies; plus, tailoring retirement plans to small businesses and tips to reduce all that IRA paperwork.

Tax-savings tools for your clients. Plus, how clients can convert to Roth IRAs and take advantage of the benefits without a huge tax bill.

How policy makers should address the growing state-run pension shortfall; plus, why the last check your client writes should bounce before they die and tips for clients to retire early without giving up what they love.

President Barack Obama announces a renewed push for laws to help clients save for retirement; Plus, the three worst states for clients to retire and what happens when you take out a 401(k) loan.

Those looking for easy answers from a government report about what caused recent volatility in the Treasury markets — including whether regulation is to blame — were likely disappointed.

Ways for clients to aid living costs by earning from their 401(k); Plus, why investing is so complicated and how to make it easier for clients

Clients can seek tax deductions designed to help this type of situation, as well as assistance from the Medicaid Cash and Counseling program; Plus, 3 habits that are hampering clients' chances of retiring early.

Likening covered calls to real estate rentals can help clients better understand the strategy.

With MLPs investors benefit from tax-deferred cash flow, but the tax reporting can be a nuisance. For the best tax treatment, clients must cope with K-1s.

How clients who retire early can increase their payout by claiming a spousal benefit; Plus, 12 steps to a stronger 401(k).

Wednesday's trading outage on the New York Stock Exchange is the latest in a long list of technical glitches that have marred U.S. stock markets in recent years.

While payments to shareholders haven't fared well during the past six months, it's too soon to know for sure if this trend will continue.

Tips for clients on selecting the proper coverage when enrolling in Medicare, behaviors that can sink your client's retirement and seven questions to for clients to consider before deciding to retire.

At 71, Bill Gross feels the weight of time. He figures he has a few good years left to prove the new Bill Gross is every bit as good as the old one. Maybe even better.