Investment insights

With the right buying and selling strategy, your clients can convert interest income into capital gains and slash their tax bills.

Potential rate increases are keeping income investors skittish. Here's how to deliver smart strategy and informed advice.

The Continent may offer clients the best hope of finding the next bond rally.

A 60/40 mix won't offer full diversification. Seeing the historical performance of various asset allocation models can help advisors make better choices for clients.

Over the past 50 years, dividends of the S&P 500 have grown an average of 5.7% a year, outpacing the average inflation rate of 4.1%; Plus, how Social Security could be used by the government to address retirement inequality.

Taxes matter in fund investing, even when there's no bill. Plus: Knowing the difference in costs on 401(k) and IRA withdrawals, and what to do after tax season.

Seventy-nine of 126 public pension plans decided to lower their return assumptions in the years after the financial crisis in 2008; Plus, five common Medicare mistakes to avoid.

Rarely has it cost so much to purchase low-priced stocks.

401(k) plans increasingly resemble the traditional pensions that guarantee a steady income for workers in retirement; Plus, personal finance tips for Americans considering retiring overseas.

Mutual funds and ETFs with overlapping holdings cloud the waters for rules aimed at tax-loss harvesting in individual securities. Be sure you're not putting clients at risk.

Saving on taxes during a liquidity event: Plus, how to get a double dose of tax-deferred savings, and when doing nothing is a client's best strategy.

Retirees who consider downsizing need to know that such a move doesn't always end up with savings; Plus, three steps to a safer retirement stash.

A review of year-to-date trading activity of U.S. diversified equity mutual funds spots trends that advisors and clients can use to identify the biggest sector movements.

Nearing the top 1% of total U.S. households, the Obama family holds roughly $1.25 million in Treasury notes and bills.

Signs of potential cognitive decline among elderly clients warrant immediate and concrete action from advisors.

Forty-four percent of workers receiving over $75,000 yearly fail to save for retirement because of their spending on lifestyle purchases; Plus, tips on drawing down retirement funds.

Signs of potential cognitive decline among elderly clients warrant immediate and concrete action from advisors.

To save clients money, demonstrate their value and perhaps fight off robo competition, advisors can use these strategies to reduce clients' investment taxes.

Key to the hire was ex-Fortigent CIO Scott Welch's strong relationships with many of the country's top RIA wealth managers.

How to cut your clients' taxes with ETFs: Plus, using tax-sheltered accounts to save on capital gains taxes and tax-efficient strategies for making distributions from retirement accounts.