Advisor Insight
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The most troubling message from this volatile market and rising-rate environment is that even so-called safe-haven assets aren't so safe. » Read More
SmartAsset found that in 10 of the nation's biggest 15 cities, median income is enough for residents to afford to own the median home. » Read More |
By: Andrew Osterland
While market turmoil has led investors to safety in the form of Treasurys and muni bonds, the outlook for the tax-exempt market is murky. » Read More |
By: Jim Pavia
While many experts believe the current sell-off in global markets is a minor correction, some see an increased possibility of a recession. » Read More |
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There's another tool available to families who are grappling with the cost of assisted living. It's called Medicaid. Here's how to use it.
If you weren't expecting a tax refund but see a big IRS deposit in your bank account, don't celebrate. You may be the target of a scam.
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The allure of commodities as an investment is enhanced by the portfolio protection they have historically offered against inflation.
Tax scam season is upon us again. Never give out personal financial information to anyone who calls you, claiming to be from the IRS.
When it comes to cryptocurrency, the IRS and taxes, taxpayers should stay ahead of the game rather than be reactionary.
Fear is a much stronger emotion than greed. The moment investments turn south, everybody wants to know what's going on and why.
The passage of the GOP tax reform bill sent taxpayers into a panic. Advisors had to move fast to stop clients from making costly mistakes.
Rule changes regarding deductions, exemptions and brackets pose tax-planning challenges for all, including those planning for retirement.
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It's easy to pay for nearly anything with credit cards but here are six expenses to never pay for with plastic, according to Experian.
After winning a historic silver medal in luge, Chris Mazdzer hopes to help others with their finances.
How to interview a potential financial advisor to whom you've been referred isn't alway clear. Here's what to ask.
Despite hope that Trump will scrap the DOL's new fiduciary rule, the investment industry for now must proceed with implementation.
- Got married? Hit the big 5-0? If you had a major life event in 2016, here's your year-end to-do list
Here's a year-end to-do list for those who had major life changes in 2016, from first-time parenthood to retirement.
President-elect Donald Trump spoke about his tax plan throughout his campaign, and now he has a chance to make it a reality.
Many don't take full advantage of 401(k) accounts, making mistakes such as failing to enroll in a workplace plan offering a company match.
From resisting impulse buying to transferring balances, here are some tips on how to take control of your finances during the holidays.
Financial Advisors
The most troubling message from this volatile market is that even safe-haven assets aren't so safe anymore.
SmartAsset found that in 10 of the biggest 15 cities, median income is enough to afford to own the median home.
While turmoil led investors to safety in Treasurys and muni bonds, the outlook for the tax-exempt market is murky.
Latest Special Reports
Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.
Covering the full set of tools and strategies for long-term investors: How to take everyday market fluctuations in stride, and when to know it’s time to take action or protect against a major economic shifts.
