Investment insights

While some clients may worry about rising interest rates, other factors, such as China and energy, could have a much greater effect on stock prices in 2016.

Planners need to understand some of the functions that might be included in a modern trust.

A study of 89 years of returns produces surprising insights about holding a portfolio for a very long time.

The biggest U.S. investors suggest caution on bond returns as the Fed raises rates

How donor-advised funds can help charitable gifts, including those from Roth IRAs, work harder for your client.

The idea behind asset allocation is simple: when one market struggles, it’s OK because an investor can jump into another that is thriving. Not so in 2015.

Certain tax strategies can pay off in January. Advisors may want to have their clients jump on these as soon as 2016 starts.

It's hard to beat the crowd when you're a member of the herd.

These ETPs are extreme outliers. As measured by one-year returns, one set of funds and notes has experienced amazing rebounds, while another group has painfully stumbled.

People turning 55 next year will be considered senior citizens and can take advantage of penalty-free distributions from retirement savings plans as long as they meet certain requirements; Plus, how to plan your clients' retirement income to avoid taxes.