Investment insights

Why some analysts say the proposed fiduciary standard could mean fewer and more costly investment choices for clients; Plus, five money milestones for clients to hit in their 40s.

Once clients retire, they should move from offense to defense in order to protect their hard-earned cash; Plus, retirees with a moderate risk tolerance can use a three-bucket approach.

Clients, however, have been unnerved by the market's recent ups and downs.

Financial support should be limited to necessary expenses and all involved should agree on how long the child will stay; Plus, how retirement plans are being nickel and dimed by fees.

Commentary: SigFig's data compiled after the August correction shows that 27% more investors panicked that week than they did in October 2014.

U.S. Treasuries gained with emerging-market assets as futures traders held to bets that the Federal Reserve won’t raise interest rates this week amid ongoing financial- market volatility. Stocks struggled for direction after their biggest weekly advance since July.

Why retiring clients should avoid carrying mortgage debt into their golden years; plus, how stay-at-home parents are losing out on retirement savings.

Here are several tips for clients looking to boost their retirement accounts, including making the most of the catch-up features and investing in low-cost options; Plus what millennials should know about retirement planning.

Experts say the Fed is likely to kick the can down the road once more on rate hikes, setting up December as the next likely time for action.

Children receiving gift money may face a kiddie tax. Plus, the best investment accounts for paying off a client's mortgage, and including income from hobbies in a client's returns.

Retirees should take classes reserved only for seniors and consider taking online courses if going to school is difficult; Plus, what if clients just can't afford to fully retire?

Market corrections provide an opportunity to rebalance into equities at lower prices and glean dividend income.

More states are passing rules to help employees who are not offered retirement plans by their employers; Plus, ways to help clients during a correction.

How advisors can take the costs out of estate planning for their clients. Plus, when it makes sense to make after-tax contributions to a 401(k).

The Internal Revenue Service has not yet adopted the updated assumptions on American's average life span, allowing companies with defined-benefit pension plans to incur at least $18 billion in savings next year; Plus, why the 4% withdrawal rule shouldn't be dismissed.

Trading in retirement accounts rose as the market tumbled in the later part of August, suggesting that retirement investors panicked in the face of the market decline; Plus, nine factors to consider before buying long-term care insurance.

The recent volatility in the stock market has a mixed impact on target-date funds; Plus, why the average American is just plain wrong on Social Security's importance.

Advisors and their clients may be rewarded for not joining the flight from tax-exempt bonds.

Advisors need to help clients avoid ‘recency bias’ — the distortions that recent, well-publicized events can bring about in their thinking.

It can take a lot of work to set up, but planners who help clients use effective cash flow management can greatly improve their lives.