Investment strategies

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.

Employers should concentrate on adopting measures that enable seamless plan-to-plan savings portability for participants, especially for employee accounts with less than $5,000.

Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.

Displaying care, skill and due diligence in their methodology is a higher consideration in the process.

Working longer can be a great decision, as it will allow seniors to keep themselves healthy as well as allow them to delay filing for Social Security benefits.

Filing for Social Security can be a wrong move if seniors are still employed and earning a wage income.

Data from retail investors firm Hearts & Wallets show that the number of clients owning taxable brokerage accounts has increased 10% over the past five years.

Employers should concentrate on adopting measures that enable seamless plan-to-plan savings portability for participants, especially for employee accounts with less than $5,000.

Advisers and plan sponsors should include this important tool in their analytical toolbox.