A slowdown in China, the world's biggest growth engine, is spooking markets, even though global exposure to Chinese assets is still minimal.» Read More
Finance, logistical and quality-of-life issues should all factor equally in any decision to relocate for retirement, say financial advisors.
Just won the Powerball drawing? What now? Here are 10 tongue-in-cheek suggestions for what to do after meeting with a financial planner.
The Fed raised short-term interest rates for the first time in seven years on Dec. 16, and the sky didn't fall on financial markets.
Compliance costs, competition from "robo-advisors' and tempering clients' taste for risk are challenges for many advisors this year.
Worried clients keep financial advisors on their toes with questions about topics, from asset allocation to long-term health-care insurance.
You may still be sorting out last year's tax return, but it's a good time to think about minimizing the tax hit to your wallet in 2015.
Big-ticket purchases can sabotage the best-laid financial plans of middle-class Americans, so consult an advisor before splurging.
Stocks and bonds are still strong, so many financial advisors plan to counsel clients to stay the course with asset allocation in 2015.
The fund industry is debuting ever more mutual fund and ETF product addressing investors' risk, income-generation and consistent-return concerns.
While the rules for calculating AMT haven't changed much, the increase in top marginal tax can make a tax-planning difference for small businesses.
One fund manager is proving that the use of psychology is key to building mutual funds with big returns.
As trust beneficiaries feel the bite of Obamacare's 3.8 percent investment income tax and higher rates, estate planners look to reduce it.
Financial advisors advise against riskier, potentially more profitable portfolio allocations in the interest of long-term stability.
The financial services industry, not necessarily helping investors paralyzed with indecision by devising more portfolio choices, should limit options.
U.S. investments in Russia and Ukraine are not likely to be heavily impacted, long term, by current military and political tensions.
U.S. investors are pumping money into world equity markets, where Europe and Asia offer growth but emerging markets and commodities pose challenges.
Financial resolutions for 2014 should include longer-term planning and a customized approach to investing, to protect against market volatility.
Fund managers have put more of their assets into cash than at any time since July 2012.
A well-conceived portfolio, diversified across domestic and international equity and bond positions, should survive some downside surprises.
Investors looking to reduce exposure to stocks while keeping their money working for them should check investments in long/short equity mutual funds.
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