Financial advisors Lazetta Rainey Braxton and Shannon Eusey caution savers to maximize 401(k) opportunities but avoid the pitfalls.» Read More
Direct participation programs, or DPPs, grew from more than $6 billion in funds raised to more than $21 billion between 2009 and 2014.
Need a financial advisor? CNBC queried several industry pros on the most important qualities to seek when choosing a financial professional.
Online automated wealth management is all the rage, but some question how much robo-advisors will shake up the financial advice industry.
As cybersecurity and hacking threats soar, financial advisors employ new software solutions and procedures to safeguard investor data.
Philanthropy is entering a new age, with new models being tried and past innovations getting field-tested and disseminated.
To avoid or defer taxable investment income, turn to tax-loss harvesting to max losses and receive a better overall after-tax gain.
Many cash-strapped Americans borrow from their 401(k) plans, but it's never a good idea. Here are 10 reasons to leave your 401(k) untapped.
Fee-based financial advice has grown from a cottage industry of early pioneers to the preeminent business model in the advisory landscape.
Before buying, investors should do a little legwork to determine which kinds of luxury purchases are likely to appreciate in value.
No advisor compensation model is perfect, and all pose conflicts of interest investors need to be aware of and advisors need to manage.
Socially responsible investing has caught on broadly and now accounts for nearly one-fifth of the money under professional management.
Target-date funds are an improvement on money market funds as retirement vehicles, but investors might do better on their own, say advisors.
A new Charles Schwab survey finds 73 percent of people would rather have their 401(k) balance grow 15 percent this year than lose 15 pounds.
From duck decoys to limited-edition sneakers, offbeat collectibles attract investors who crave tangible assets that appreciate in value.
Financial advisors sometimes have to tell clients their retirement plan simply doesn't add up. The good news is there are solutions.
Amid market volatility, members of CNBC's Financial Advisor Council are reassuring clients and the message is to "keep calm and carry on."
The CNBC Digital Financial Advisor Council reveals some of the most memorable financial blunders and near misses they've ever encountered.
Age-based investing steers investors toward asset allocations optimal for certain ages, but it may be too simplified for most investors.
Smart investors try to boost true return by using low-cost investments and tax-loss harvesting to minimize taxes. Robo-advisors can help.
Two new surveys find a surprising number of Americans who are otherwise financially secure are quite literally worried sick about money.
A look at how new college graduates can adopt good finance habits, from budgeting to managing student loans.
Tax rules governing IRAs are complex and ever changing, so if you're considering a Roth conversion, do some legwork first.
A tax deduction is not a given each time you open your wallet for a worthy cause. So be sure to check with an advisor first.