Investment Insights

Jobs Report: 3 Positives the Fed Can Rely On to Raise Rates
The January employment release could give Janet Yellen some encouragement to pull the trigger on another hike.
Top executives including Morgan Stanley's James Gorman and Wells Fargo's CFO John Shrewsberry said they must develop robos to complement their sales forces. Read More »
Buybacks and dividends each have their benefits for clients. Plus: Five ways to make money off market volatility, and when to start growing Roth IRAs. Read More »
Retirees should always file for benefits online when possible, particularly when applying for Social Security retirement benefits; Plus, why withdrawal rates matter more than asset allocation in retirement. Read More »
After a far-from-stellar 2015 for equities, almost no one was prepared for such a rough start to 2016. But two dozen funds tracked by Bloomberg with more than $1 billion in assets have outperformed many of their peers. Read More »
As stock prices fall, 401(k) participants are advised to avoid cashing out and instead buy more stocks; Plus, steps to successfully apply for Social Security disability. Read More »
The biggest U.S. mutual fund provider cuts expense ratios for 35 individual mutual fund shares, including 12 Vanguard target-date funds. Some cry fee compression. Read More »
Whether an advisor should steer clients into currency-hedged international funds is a very close call. Here’s how to make it. Read More »
When a client moans about not having the hot stock of the moment in her portfolio, here's what to tell her. Read More »
Despite a law signed in late 2015, advisors who master the arcane rules of Social Security stand to prosper. Read More »
Treasuries rallied in January for the third year in a row. Read More »
Advisors may want to stop clients from rushing into this investment during uncertain times, even as it starts to regain lost ground. Read More »
The benefits debate is part of a concerted effort to show that Social Security is too expensive and needs to be cut, writes Alicia Munnell, director of the Center for Retirement Research at Boston College. Read More »
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