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.