Deborah Nason is freelance business journalist who covers the investment industry and personal finance. She has been awarded the Institute Investment Foundations™ certificate from the CFA Institute.
Financial advisors can help protect retirement savings with an array of innovative approaches, from reverse mortgages to structured notes.
Preparing client portfolios for retirement requires optimizing and coordinating all of its moving parts, built over the decades.
The concept of "financial counseling" is making its way into mainstream financial advising. Here's how it could gain you referrals.
Managing risk across clients' life spans, financial advisors observe common mind-sets and associated risks within each decade of life.
Seniors looking to relocate to another state in retirement must be aware of these unexpected consequences, both financial and not.
Financial advisors share their thoughts on the pros and cons of incorporating target-date funds in investment portfolios.
Funds are streaming into passively managed funds, but some financial advisors still make the case for active portfolio management.
Financial advisors agree many clients only understand risk in theory, rather than practice, and differ on how best to address the issue.
Many perceive hedge funds to be a risky investment, yet some advisors see a strong upside to employing hedged strategies.
Saving for retirement should take precedence over saving for college, and parents should use cash flow to fund college.