Investment insights

People in higher income brackets can consider replacing less of their pre-retirement income than the 80% usually suggested by financial planners; Plus, five things retirees can do to navigate the current environment.

Market performance under different U.S. presidents highlights the importance of heeding this key economic measure.

Retirement investors who want a new approach to asset allocation may consider one that classifies securities based on how long they intend to keep the investments in their portfolio to achieve their targets; Plus, which retirement savings plans are best for teachers?

Considering a tactical adjustment for your client portfolios to benefit from the holiday season? Here's how each of the 10 sectors in the S&P 500 performed in Q4, on average, since 1990.

Recent jittery markets give advisors a terrific chance to judge liquid alt funds. Better yet, a close look can help you better position the portfolios of clients worried about global markets.

Bank stocks are generating buzz among investors and if rates rise, the outlook is even better. Here are the best-performing funds with a concentration in banking.

Seniors who have no need for required minimum distributions from their retirement accounts may re-invest the funds so the money can start generating an income again; Plus, seven retirement money wasters to avoid.

A J.P. Morgan study shows baby boomer spending needs could face funding constraints as they grow older, challenging advisors helping these aging clients maintain their lifestyles.

Advisors can point clients to undervalued investments in the energy sector for tax-loss harvesting. Plus, avoiding the cost of MLPs in retirement accounts.

Sen. Patty Murray, D-Wash., introduced legislation that would enable unmarried, divorced and widowed women to collect bigger Social Security benefits; Plus, protecting your client's portfolio from the downside.