Investment insights

Despite a law signed in late 2015, advisors who master the arcane rules of Social Security stand to prosper.

The benefits debate is part of a concerted effort to show that Social Security is too expensive and needs to be cut, writes Alicia Munnell, director of the Center for Retirement Research at Boston College.

Clients looking to retire may want to consider relocating to these states to save on taxes. Plus: when it's ok to claim legal expenses, and why filing without receipts may be the new norm.

Years of losses can take a toll on a client's psyche; they can also create buying opportunities.

Advisors have been easing off on stocks as clients express a long list of concerns about global markets.

Investing in health funds in recent years would have kept your clients healthy, wealthy and wise.

Investing in health funds in recent years would have kept your clients healthy, wealthy and wise.

Several factors should be weighed when clients are deciding whether they should defer taxes on their investments.

It’s not just about making money. Advisors do a big service when they help their clients use their money to improve their lives.

Municipal demand and prices are up so far this year, buoyed by market technicals, according to Jeffrey Lipton, head of municipal research and strategy at Oppenheimer.