MarketWatch Adviser
Retirement
Companies trim 401(k) choices
Trust no one under 50
For sound financial advice, investors should seek out individuals over the age of 50. (AP Photo.)
• Why older people make better financial advisers
• Tough lessons for tough times
• Monitoring the 'Great Deleveraging'
/conga/investing/marketwatch-adviser/main.html
185383
Companies trim 401(k) choices
Trust no one under 50
For sound financial advice, investors should seek out individuals over the age of 50. (AP Photo.)
• Why older people make better financial advisers
• Tough lessons for tough times
• Monitoring the 'Great Deleveraging'
Some companies are moving to streamline and simplify the investment lineups they offer in their 401(k) plans. At a recent Retirement Adviser event, hosted by MarketWatch’s Robert Powell, three retirement-plan experts discuss what the changes in investment lineups mean for savers.
• Top ways to draw down retirement funds
• Getting advice brings higher 401(k) returns
• 5 checkpoints on the race to retirement
• Will people need 135% of salary in retirement?
investiNG
U.S. stock funds, ETFs could rally
The first year after the “lost decade” for U.S. stocks was also lost. But despite obstacles, 2012 could be ultimately positive for the overall market.
• 5 money moves a debt expert is making now
• Share buybacks point to opportunities
• 5 stock-market trends you don't want to miss
• Top ways to draw down retirement funds
• Getting advice brings higher 401(k) returns
• 5 checkpoints on the race to retirement
• Will people need 135% of salary in retirement?
investiNG
U.S. stock funds, ETFs could rally
The first year after the “lost decade” for U.S. stocks was also lost. But despite obstacles, 2012 could be ultimately positive for the overall market.
• 5 money moves a debt expert is making now
• Share buybacks point to opportunities
• 5 stock-market trends you don't want to miss
personal adviser
5 questions to ask before taking on more debt
Hope is not a repayment plan, writes Elaine Scoggins, a certified financial planner at Merriman, an investment advisory firm in Seattle.
best practices
How advisers fail clients, and what to do about it
When you meet with your financial planner, does he talk more than you do? Use jargon you don't understand? Learn the best ways to communicate with your financial adviser.
• Your financial adviser can’t help you
• 7 mistakes to avoid when hiring an adviser
• What an advisers' credentials mean to you
5 questions to ask before taking on more debt
Hope is not a repayment plan, writes Elaine Scoggins, a certified financial planner at Merriman, an investment advisory firm in Seattle.
best practices
How advisers fail clients, and what to do about it
When you meet with your financial planner, does he talk more than you do? Use jargon you don't understand? Learn the best ways to communicate with your financial adviser.
• Your financial adviser can’t help you
• 7 mistakes to avoid when hiring an adviser
• What an advisers' credentials mean to you
Burns & Levinson Partner Brian Bixby Named "Litigation Trailblazer" by The National Law Journal
Burns & Levinson Partner Brian Bixby Named "Litigation Trailblazer" by The National Law Journal 12:25 p.m. Today12:25 p.m. Dec. 5, 2016
Greenspoon Marder Launches International Wealth and Asset Planning Practice Group
Greenspoon Marder Launches International Wealth and Asset Planning Practice Group 8:24 a.m. Today8:24 a.m. Dec. 5, 2016
What to Do When You Inherit Stock
Financial advisers say not to rush a move, and be aware of the tax implications. 10:13 p.m. Dec. 4, 2016
My father died and my sister emptied the $100,000 in his bank account
Two sisters fall out over their father’s estate. 9:11 p.m. Dec. 4, 2016
How your 401(k) plan will change in 2017
2017 promises to be a year of change for retirement accounts, including more automation and regulation. 8:45 a.m. Dec. 4, 2016
How to Set Your Asset Allocation
Determining risk tolerance isn’t as simple as filling out a questionnaire, writes financial planner Allan S. Roth. It takes a close examination of need and investor psyche. 10:13 a.m. Dec. 2, 2016
Europe: telescopic sights market
Europe: telescopic sights market 10:26 p.m. Dec. 1, 2016
World’s Largest Institutional Investors Expecting More Asset
Allocation Changes over Next Two Years Than in the Past
World’s Largest Institutional Investors Expecting More Asset Allocation Changes over Next Two Years Than in the Past 1:42 a.m. Dec. 1, 2016
Astor Investment Management Sees Growth in “Dynamic Approach” to
Asset Allocation
Astor Investment Management Sees Growth in “Dynamic Approach” to Asset Allocation 5:34 p.m. Nov. 30, 2016
T. Rowe Price Names Andrew Astley As Global Head Of Product
T. Rowe Price Names Andrew Astley As Global Head Of Product 8:00 a.m. Nov. 30, 2016
RBC Global Asset Management Inc. launches RBC Trend Canadian Equity Fund
RBC Global Asset Management Inc. launches RBC Trend Canadian Equity Fund 9:00 a.m. Nov. 28, 2016
My stepfather left $1 million to strangers and dead people
All of this man’s immediate family were left out of his trust. 11:18 a.m. Nov. 26, 2016
ETF Investing to Suit Your Career
According to research from a finance professor, most people are either a stock or a bond, based on their job and their industry. 12:01 a.m. Nov. 26, 2016
How the Wealthy Should Plan for Taxes Under Trump
WSJ Wealth Adviser explores some of the estate-planning and charitable-giving implications for wealthy individuals and families under the forthcoming Trump administration. 8:30 a.m. Nov. 24, 2016
Citi Private Bank Expands New York Metro Team
Citi Private Bank Expands New York Metro Team 9:00 a.m. Nov. 21, 2016
Invesco announces cash distributions for Canadian-listed PowerShares ETFs
Invesco announces cash distributions for Canadian-listed PowerShares ETFs 3:40 p.m. Nov. 18, 2016
HNWI Asset Allocation 2020
HNWI Asset Allocation 2020 5:44 p.m. Nov. 17, 2016
Trump as President-Elect: Top 10 Year-End Tax Planning Tasks, according to McManus & Associates
Trump as President-Elect: Top 10 Year-End Tax Planning Tasks, according to McManus & Associates 9:00 a.m. Nov. 17, 2016
Benelux: optical microscope parts market
Benelux: optical microscope parts market 6:43 p.m. Nov. 16, 2016
Western Europe: magnetic stripe cards market
Western Europe: magnetic stripe cards market 6:40 p.m. Nov. 16, 2016
Mullen Group Ltd. Founder Estate Planning
Mullen Group Ltd. Founder Estate Planning 5:20 p.m. Nov. 16, 2016
Mullen Group Ltd. Founder Estate Planning
Mullen Group Ltd. Founder Estate Planning 5:20 p.m. Nov. 16, 2016
Jeffrey Gundlach to Hold Fixed Income Asset Allocation Webcast Today
Jeffrey Gundlach to Hold Fixed Income Asset Allocation Webcast Today 2:45 p.m. Nov. 15, 2016
Lazard Global Total Return and Income Fund Declares Monthly
Distribution
Lazard Global Total Return and Income Fund Declares Monthly Distribution 11:54 a.m. Nov. 15, 2016
Lazard World Dividend & Income Fund Declares Monthly Distribution
Lazard World Dividend & Income Fund Declares Monthly Distribution 11:47 a.m. Nov. 15, 2016
