Mary Beth Franklin: Creative Social Security claiming strategies for married couples

September 08, 2015 | Runtime: 3:15

Married couples have the most options for claiming Social Security benefits. Here are some strategies they should consider based on their age and eligibility for benefits, according to InvestmentNews contributing editor Mary Beth Franklin.

Merrill Lynch's Liersch: How advisers can get couples talking about longevity

September 08, 2015 | Runtime: 1:19

Getting couples to acknowledge that one spouse may live longer can be difficult. But by discussing longevity, advisers can help get clients prepared well before old age, according to Michael Liersch, head of behavioral finance at Merrill Lynch.

Bob Rice: The investments positioned for success in the current market

August 26, 2015 | Runtime: 1:51

Bob Rice, managing partner at Tangent Capital, explains why investors should take a long look at long/short funds as a potentially desirable investment given the market's recent volatility.

Bob Rice: Why you don't want to be invested with a robo-adviser now

August 26, 2015 | Runtime: 2:02

Recent events in China are not in anyone's formula, including robo-advisers, according to Bob Rice, managing partner of Tangent Capital, which is good news for financial advisers.

Mary Beth Franklin: Donít get carried away with Social Security claiming strategies

August 18, 2015 | Runtime: 2:14

Both spouses can't simultaneously use the popular Social Security claiming strategies known as file and suspend and restricting claims for spousal benefits. InvestmentNews contributing editor Mary Beth Franklin explains why.

Katy Votava: Why health savings accounts are a great way to save for retirement

August 14, 2015 | Runtime: 1:22

HSAs are the most tax-preferred savings vehicle we have in the United States today, according to President Katy Votava. Find out to coordinate the use of these accounts with Medicare coverage.

Schwab's Beatty: The biggest challenges RIAs are facing

July 16, 2015 | Runtime: 1:28

Schwab Advisor Services' Jon Beatty highlights two big challenges the RIA industry will need to overcome to maintain its steady trajectory of growth.

Schwab's Beatty: RIAs have a $23 trillion opportunity

July 16, 2015 | Runtime: 1:20

Jon Beatty, senior vice president of Schwab Advisor Services, says RIAs are currently operating from a position of strength and are poised to expand their reach to capture more and more clients.

Bob Doll on which stocks have the right stuff

July 15, 2015 | Runtime: 0:44

Nuveen Asset Management's Bob Doll says we're in a stock picker's market, and he identifies the kinds of stocks he thinks have the best chance to keep growing.

Bob Doll on the upside of not holding cash in your portfolio

July 15, 2015 | Runtime: 0:39

Nuveen Asset Management's chief equity strategist says that despite cash being everywhere at the moment, he thinks investors are better served being fully invested.

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