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.
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.
Most people know they need home, auto and health insurance, but confusion arises with non-required coverage, such as long-term care.
Why do people take bad financial advice from their friends and family? Because hearsay is easier than reality, say financial advisors.
Financial advisors say that most of their clients are confused about the ins and outs and associated costs of credit.