Investment insights

What client should consider when using charitable donations as a year-end tax-saving strategy. Plus, how to cut clients' tax bills when they sell securities.

Federal Reserve Chair Janet Yellen faced tough questions from lawmakers on Wednesday covering a range of issues, including small bank burden, executive compensation, and living wills at a hearing focused solely on banking regulation.

Since 1945, the S&P 500 has risen 77% of the time in the fourth quarter. What’s more, the average move was a gain of 3.8%.

The baby boom generation and increased longevity is expected to drive philanthropic giving to $8 trillion over the next 20 years; Plus, how executives can minimize the retirement tax hit.

Using stop-loss market orders can backfire during extreme market swings. Stop-loss limit orders may offer a better approach.

Two thought patterns guide our financial thinking. You should learn to listen to one of them, says Allan S. Roth.

Prices and guarantees will improve for clients as robo-advisor tools continue to develop in the annuity industry; Plus, these two moves can ensure your clients will retire no matter what happens with the market.

As the Fed looks to tighten monetary policy, advisors must help their clients navigate a low-yield environment while also preparing their portfolios for rising rates.

Who really benefits from a partnership paying its performance fees not with cash but with a slice of the profits?

The median retirement savings of people aged 60 and above amount to just $50,000, lower compared to those in the 55-59 age bracket, who have three times the amount; Plus, how to ladder bonds.