Investor Toolkit
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Think about how to deal with a bequest versus letting it just happen, because moving too quickly can result in poor decisions. » Read More
By: Lorie Konish
Blockchain technology may have dramatic effects on financial services, according to some industry experts. » Read More |
By: Eric Rosenbaum
Warren Buffett has been through enough markets to know how inflation hurts stocks. His best tips on investing during inflationary periods. » Read More |
By: Deborah Nason
Millennial and Gen X investors say they want advisors who are tech savvy, so more firms are turning to tools such as LinkedIn and YouTube. » Read More |
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Your financial plans will suffer if you don't anticipate longer life expectancies and technology disruption.
Gen Xers and millennials have different approaches to investing, reflecting their generational experiences around money and markets.
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The farther off your retirement date, the more volatility you'll see in your target-date fund.
Focus on your big picture investment goals even as the market suffers dramatic declines.
For the average American, owning a home outright is a major objective in life. However, it may not always be the best strategy.
Roughly 25% of workplaces offer no 401(k) match, so should employees bother participating? Here are a few good reasons why they should.
Here's the latest ripoff threatening you, your financial advisor and your savings.
Say hello to the health savings account. It's your next pot of retirement dollars. How to get the most out of your account.
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If you want to strengthen your client relationships and add to your value, be sure to discuss estate planning with clients.
Fear of having no paycheck and running out of money plagues many near-retirees. Here are four money-management tips that can calm nerves.
Two new measures take effect Feb. 5 to help advisors protect clients from financial fraud.
When it comes to cryptocurrency, the IRS and taxes, taxpayers should stay ahead of the game rather than be reactionary.
There are hundreds of Social Security strategies, but married couples can focus on 10 to 15 major approaches, say financial advisors.
The best thing investors can do is commit to a long-term strategy designed to weather all market conditions, both up and down.
Retail investor inflows to bond mutual funds in January are on pace to hit a level not seen since 2009. So why is smart money staying away?
The temptation to use low-interest money from mortgages, credit lines and 401(k) plans to invest in stocks is great, but is it wise?
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.
Investing
President Trump says he is a champion of manufacturing, but his steel tariff plan is worrying Wall Street.
Exxon has tumbled more than 10 percent this year, but one energy analyst sees double-digit gains ahead.
History suggests President Trump's possible trade war will be anything but "easy to win,' says CNBC's Ron Insana
