Deborah Nason is freelance business journalist who covers the investment industry and personal finance. She has been awarded the Claritas Investment Certificate from the CFA Institute.
Retirement portfolio strategies vary, and advisors use terms such as "buckets" and "paychecks" to explain these approaches to clients.
Gen Y investors may or may not be more risk-averse than others, but they definitely exhibit specific generational preferences.
Many put off planning for retirement or think it's too late, but investors at any age can take steps to secure their financial futures.
Should homeowners pay off a mortgage early if they're able? Financial advisors weigh in on the pros and cons of owning your home outright.
Retirement is the big financial finish line, but many clients don't know what they want to do when they get there. Advisors are helping out.
The variety of bond instruments provides the opportunity for age-appropriate strategies throughout a financial advisor's client's life.
Mind maps are transforming the way advisors communicate with clients, resulting in significant time savings and increased revenue.
A PR plan is essential for growth, but a new study found only 32 percent of advisors have a position dedicated to marketing.
A look at the many ways financial advisors are incorporating insurance expertise into the services they offer clientele.
As more baby boomers age, some financial advisors are starting to specialize in doling out advice on maximizing Social Security benefits.