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Advisor Insight


  • Making a luxury purchase? Think before you splurge Thursday, 10 Sep 2015 | 9:00 AM ET
    Businessmen with private plane

    Before buying, investors should do a little legwork to determine which kinds of luxury purchases are likely to appreciate in value.

  • Does your financial advisor really put you first? Tuesday, 8 Sep 2015 | 8:00 AM ET
    Writing a check

    No advisor compensation model is perfect, and all pose conflicts of interest investors need to be aware of and advisors need to manage.

  • A way to feel better about your money right now Wednesday, 2 Sep 2015 | 8:00 AM ET
    Seedling and money

    Socially responsible investing has caught on broadly and now accounts for nearly one-fifth of the money under professional management.

  • Are target-date funds the right fit for you? Friday, 28 Aug 2015 | 9:00 AM ET
    Target and arrows

    Target-date funds are an improvement on money market funds as retirement vehicles, but investors might do better on their own, say advisors.

  • Take poll: Do you prefer wealth to health? Wednesday, 26 Aug 2015 | 12:15 PM ET
    Obese piggy bank

    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.

  • Offbeat collectibles amassing a fortune Wednesday, 26 Aug 2015 | 10:00 AM ET
    Toy of the tinplate collectible toys

    From duck decoys to limited-edition sneakers, offbeat collectibles attract investors who crave tangible assets that appreciate in value.

  • Sorry, you can't retire as planned Wednesday, 26 Aug 2015 | 8:05 AM ET
    Senior shocked

    Financial advisors sometimes have to tell clients their retirement plan simply doesn't add up. The good news is there are solutions.

  • Advisors to clients: Keep emotions in check Monday, 24 Aug 2015 | 11:05 AM ET
    Businessman meditation

    Amid market volatility, members of CNBC's Financial Advisor Council are reassuring clients and the message is to "keep calm and carry on."

  • Check out these big investing blunders Thursday, 20 Aug 2015 | 9:00 AM ET

    The CNBC Digital Financial Advisor Council reveals some of the most memorable financial blunders and near misses they've ever encountered.

  • 5 reasons not to act your age when investing Wednesday, 19 Aug 2015 | 9:00 AM ET
    Birthday party grandfather

    Age-based investing steers investors toward asset allocations optimal for certain ages, but it may be too simplified for most investors.

  • Tax-loss harvesting = not leaving $ on the table Monday, 10 Aug 2015 | 8:00 AM ET
    Money on table

    Smart investors try to boost true return by using low-cost investments and tax-loss harvesting to minimize taxes. Robo-advisors can help.

  • Study: Money is the leading cause of stress Monday, 3 Aug 2015 | 9:00 AM ET
    money stress

    Two new surveys find a surprising number of Americans who are otherwise financially secure are quite literally worried sick about money.

  • Do you have a life-after-death game plan? Thursday, 30 Jul 2015 | 9:00 AM ET
    Personal Finance estate planning

    As advisor practices evolve beyond investments, more are taking on the task of end-of-life decisions for clients, using new technology.

  • Muni bonds: When does it make sense to go local? Wednesday, 29 Jul 2015 | 7:00 AM ET
    Workers extend an overpass on the New Jersey Turnpike in Bordentown.

    Many financial planners steer wealthy clients to municipal bonds as safe, tax-smart investments, but they can carry some unforeseen risks.

  • Why the wealthy sweat the 'inheritance talk' Wednesday, 22 Jul 2015 | 8:00 AM ET
    Financial advise parents kids

    A CNBC survey found the rich wonder if an inheritance might stifle kids' drive, how much to leave and whether to discuss a coming windfall.

  • Donations: A powerful estate-planning tool Thursday, 16 Jul 2015 | 8:00 AM ET
    Charity charitable giving

    Financial gifts to charity can create retirement income streams, transfer wealth and provide valuable tax benefits for donors and heirs.

  • Dying with debt can be costly for survivors Monday, 6 Jul 2015 | 7:07 AM ET
    Personal finance

    As Americans live longer and amass debt well into retirement, more heirs find themselves having to untangle outstanding credit obligations.

  • What same-sex couples must know about their money Wednesday, 1 Jul 2015 | 8:56 AM ET
    Same sex marriage

    With same-sex marriage legal in all 50 states, LGBT couples should look at financial issues such as estate planning and employer benefits.

  • Buzz about robo-advisors is accelerating: Study Monday, 29 Jun 2015 | 9:55 AM ET
    Stock market graph on smartphone

    New research shows that while few consumers are using robo-advisors, many are interested in online automated investment advisory services.

  • Millionaires have no estate plan, survey says Monday, 29 Jun 2015 | 8:00 AM ET
    Senior couple with lawyer

    One-third of rich families' heirs are at risk, according to a CNBC survey, because they do not have a financial advisor–crafted estate plan.

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