Investment insights

When news accounts make clients jittery, advisors must help them strike a balance between bad news and the long view.

Municipal managers say they're continuing to shield their clients' municipal assets from higher rates even though the timing of a rate hike remains uncertain and some are beginning to doubt rates will spike in the near term.

These funds may give clients access to well-priced properties in Asian and European real estate markets, plus a break from the U.S. interest rate cycle.

A study of how various asset classes fared during 15 years of low inflation offers some surprises.

What you need to know before retiring internationally; the no. 1 flaw in America's biggest 401(k) plans; retirees, watch out for the state tax bite

Nearly a third of investors say they “consciously avoid stocks in long-term investment accounts," according to a new Wells Fargo/Gallup study.

Which is more important to clients' frontier economy asset portfolios? Debt? Equity? The answer is both.

Clients searching for income? Here's a look at the 10 biggest dividend payers this year.

As the issuance of green municipal bonds climbs this week, the bonds performance in the secondary market shows mixed results.

In a speech Tuesday, U.S. Bank CEO Richard Davis offered mostly upbeat views about the evolving, more stringent expectations of bank regulators.

Bogle wants to make your nest egg 65% bigger; How smart savers choose between a 401(k) or Roth IRA; Pensions stick with hedge funds despite CalPERS exodus

An S&P report finds investors who turn to actively managed mutual funds or ETFs for international exposure aren’t getting their money’s worth, but some experts disagree, pointing particularly to small-caps.

How to survive 4 major retirement hazards; Picking the 'right' hedge fund involves more than looking in the past; ETFs should be in your 401(k), says Morningstar

American Depository Receipts can provide investors with an easy way to directly hold equities from around the world.

Sophisticated investors are grabbing for high-yield municipal debt whenever they can find it, creating demand for alternatives beyond the Puerto Rico, Detroit, and tobacco bonds that dominate the non-investment grade segment of the secondary market.

Social Security's strict disability rules; How to invest when the world is in chaos; New singles majority is bad news for Social Security

Advisors can help clients achieve foreign diversification in their portfolios by buying U.S.-listed companies with major overseas footprints. Is it enough?

Advisors must carefully examine what countries and types of companies are in various indexers’ emerging and frontier market baskets.

Indian stocks have been on a tear this year amid optimism about the country’s new government, but political uncertainty and rich valuations should give investors pause.

A new classification system from Morningstar is intended to help advisors and investors better identify, compare and analyze these active exchange-traded products.