Investment insights

Worries about an immediate downdraft in the credit markets following an increase were unfounded, one advisor notes, emphasizing his call to focus on long-term planning.

A 69-year-old retiree who is in good financial standing overall needs to buy more equities with large cash stake; Plus, clients who want to retire at 55 need to consider health insurance needs before they become eligible for Medicare.

Here are strategies and data to remember from fellow advisors and industry analysts.

If you want to know where others are investing, click through to see the mutual funds that have added the most money from investors so far in 2015.

Advisors can tell clients that the Fed will likely be very cautious in the months to come, says columnist Kimberly Foss.

If you want to know where others are investing, click through to see the mutual funds that have added the most money from investors so far in 2015.

Certain bonds have not provided clients with income or less volatility this year, says one chief investment officer.

With clients worried, many advisors say they’ve recently pulled back on bonds and refrained from upping equity allocations, according to our new study.

The mutual fund company founded by legendary investor Marty Whitman makes a rare move to stop withdrawals while it tries to liquidate one of its funds.

How the profits on capital gain distributions can turn into a negative for your clients' wallet. Plus, time is running out on low-interest rate, intra-family loans. Also, not forgetting dependency exemptions before year's end.

Clients who have $30,000 in student loan debt would have missed as much as $325,000 in investment opportunities in their 401(k) plans; Plus, the one money move to make before the end of the year.

Setting aside 15% of income for retirement may not be enough to build a nest egg that is adequate to cover living and other costs in the golden years; Plus, why investors should say no to universal life insurance as a retirement fund.

El-Erian says we have borrowed market returns from the future. Allan Roth is having none of it.

Seniors are advised to work longer and retain their equity investments to help their portfolios keep up with inflation; Plus, why retirees are moving again.

Companies can use extra cash in their coffers in a number of ways to benefit clients. But if dividends are the goal, these companies aren’t likely to find a place in the mix.

Sky-high prices at recent art auctions – in one case up to $170.4 million – may have some wealthy, art-enthusiast clients seeing painted visions of dollar signs.

A new study claims it’s better to buy whole life than to buy term insurance and invest the difference. What are you telling your clients?

Advisors can help clients know the limits on gift-giving to avoid the tax implications. Plus, year-end tax saving moves, and seven ways to lower your client's taxable income.

Investors should move to protect their money rather than reach for higher returns next year as central bank efforts to stimulate the global economy set the stage for markets to ultimately fall.

For clients looking for income, here are the large-cap companies that boosted their dividends the most in the past three years.