Client strategies

Morningstar’s annual study reveals how investors are catching up to funds by making better-timed trades.

Consultant and author Brian Doherty explains why Social Security is in relatively good shape. In fact, his worst-case scenario isn't even possible until long after you’re dead.

Because next year will be too late.

Walt Bettinger also took aim at robo advisors at the Morningstar conference.

The investment research firm debuted three new data sets that can help advisors evaluate investment options for clients.

Advisors should make sure they know how to discuss bonds in a new environment.

Baby boomers are holding more mortgage debt than the retirees before them. But sometimes, that can be a smart financial strategy.

Here's a look at cities where homebuyers are getting the best bang for their housing buck.

Advisors share client anecdotes that made them stop and say “huh?”

About a quarter of advisors treat cryptocurrencies as something akin to gambling: "only worth investing money you can stand to lose.”