Investment insights

Amid rising rates, these vehicles can be helpful — but advisors need to stay vigilant.

There may be a chance to capitalize on the missed pricing that downgrades may cause.

These investments can help avoid getting caught up in market volatility as rates rise.

The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.

The number of clients owning taxable brokerage accounts has increased 10 percentage points over the past five years, while ownership of employer-sponsored plans remained unchanged.

How can advisors best use the investment research firm's data to help clients?

Retirement investors who want to buy bitcoins in a self-directed IRA should ensure they are in control of their own private key.

In a bull market's later stages, some types of investments work better than others. Find out which ones they are.

The new tool will incorporate analysts’ past decisions and data, and extend their approach to funds not currently covered.

Getting clients to understand how volatility is an essential part of investing isn’t easy, but is even harder when stocks had been in the midst of an uninterrupted bull run.

What’s more important: measuring overall portfolio performance, or analyzing separate asset classes?

Cracks in the bullish trend are forming and will be painful for those riding the wave.

Rarely have investors had such consistent, steady gains, and abundant anomalies, says one expert.

Don’t be afraid to fuse this technology with the human side of the practice.

All-in-one marketing tools are trending — but there are pluses and minuses to every platform.

The Stock Protection Fund is intended to help clients in very specific circumstances.

Advisors must understand the unique challenges presented by these companies.

It is "not for the faint of heart; it's a very fickle market," one advisor says.

Sometimes, a total non-U.S. stock index offering may backfire.