Investment insights

Clients need to craft a plan to withdraw their savings and, if necessary, reassess their retirement goals; Plus, what if clients are offered a lump sum at work?

Knowing which winning investments have less of a tax bite. Plus, the tax savings that comes with being a contrarian, and a look at when bonds don’t add up for estate planning.

The energy industry lost its power in 2015. The price of oil plummeted, which, while nice as the gas pump, cost investors millions.

Advisors are making portfolio changes, telling the TD Ameritrade sentiment survey they are worried about rising rates, among other concerns.

Here's what mutual fund clients stand to lose when they tap their investments during a down market; Plus, how to get big company 401(k) benefits at small firms.

Energy sector declines have shown they can put the brakes on dividend-paying stocks, which over the long term have outperformed those that don't.

About 9% of the high-yield market now boasts yields above 20% — the highest amount since the financial crisis. Buyer beware.

Advisors may want to highlight the tax- savings strategies recently made permanent by Congress for investing in QSBS, REITs and more.

Sometimes it’s worth it to take a chance on illiquid investments. Here’s how to gauge the risk.

Not adding a bonus to savings is just one mistake many clients make, but there are plenty of others too; Plus, clients who want to buy low and sell high need to invest when they're inclined not to.