Investment products

Clients can avoid risk by replacing low-yield bonds in their portfolio with high-dividend stocks; plus how and when clients should apply for Social Security and why parent education loans can ruin your clients' retirement.

Clients planning to retire with adequate savings are advised to reduce their spending and develop a strategy to lower their tax burden; Plus, how clients should decide on the right 401(k) and are baby boomers too optimistic about retirement?

Take a more strategic look at the role of Social Security benefits in your clients' retirement accounts; Plus, how to play catch-up with your clients' retirement savings and the rules for making penalty-free withdrawals.

Commentary: No human, no matter how sophisticated, can operate as consistently, quickly or as efficiently as the technology powering an automated investing service.

Index funds are surging in popularity, but most advisors continue to favor a blend of active and passive investment strategies.

Almost all robo advisors were founded in 2009 or later and they have never seen a meaningful downturn in the financial markets. This is a major issue.

The role of bonds is to provide stability to a portfolio. But this only works when clients understand the true purpose behind their fixed income investments.

While, on average, passively managed funds have outpaced their actively managed counterparts, there are certain times when actively managed funds do outperform.

Some clients prefer to buy income-producing properties outright rather than invest in real estate investment trusts.

Recent years have been discouraging for investors in managed futures but some signs point to a possible turnaround.