Investment insights

Many clients think their workplace retirement plan is not worth it if there is no employer match contribution; Plus, how retirement plans can underestimate inflation

Pimco's biggest mutual fund suffered about $11.6 billion in withdrawals in January, the 21st straight month of redemptions at the strategy once managed by bond manager Bill Gross.

China's growth is expected to slow to about 7.1%, still higher than most of the world. Its 10% growth of the past shouldn't be expected or wanted in the future, say experts at Wells Fargo Investment Institute.

With gas prices declining, clients should rebalance and consider adding energy stocks to their portfolio as a way to buy low and increase stability to their portfolio.

Advisors say clients have been increasingly nervous about investing internationally.

Julius Baer Group is advising clients to switch out of Swiss franc cash accounts, saying it will refrain for now from emulating competitors by imposing new fees on such deposits.

High-yield funds are losing cash, yet still earning a profit. For clients willing to take on extra risk, here are the 10 largest funds in this category, along with performance metrics for each.

Despite the U.S. economy’s slower-than-expected fourth quarter, Amazon stocks see surprising progress after two straight quarterly losses.

Retirees need to carefully consider using robo investment advisors, which could put their investments at risk in the coming years; Plus, what Medicare costs in 2015 and what's covered.

If the buck keeps rising, which investment tactics will offer the highest payoff for clients?

Some fixed-income funds behave like equities, failing to give sufficient downside protection to a diversified portfolio.

There are 13 states that subject Social Security benefits to tax; Plus, why investors shouldn't hold an annuity in their Roth IRAs.

A new Morgan Stanley Wealth Management study looked at investor sentiments on domestic and global economies.

Morningstar's recognition goes to funds boasting high returns and smart trading.

Bob Kerrey, a former U.S. Senator and governor of Nebraska, says that people who have Social Security as their only source of income need more help: Plus, cheap oil prices won't cause your 401(k) to crash.

What was once a higher-cost, lower-probability risk is halfway to being a sure thing. That means existing policies may be a bad deal.

The president's proposals are "not a good capital investment policy in my view, and I think many clients would agree," says Jeanie Wyatt, CEO and CIO of South Texas Money Management in Houston.

New legislation is needed that would include provisions to curb number of fund beneficiaries and enable more of them to return to work; Plus, Calpers not cutting its private equity allocations, but is reducing the managers it works with.

Customer alleged that broker made unsuitable recommendations of mutual funds, structured products and equities that set him back more than $125,000.

Where should advisors look for dividends in the stock market? Here's a closer look at what S&P 500 sectors yield, how dividends have been growing (or shrinking) in relation to the overall market, and what percentage of stocks in the sector provide a dividend.