A smart value investor buys low, then waits for the "herd" to catch up. Unfortunately, most investors tend to do the exact opposite. » Read More
By: Jim Pavia
In light of Dow 20,000, advisors are cautioning clients to avoid hype and stick with tried-and-true, long-term investing tactics. » Read More
By: Max Richtman, president and CEO of the National Committee to Preserve Social Security and Medicare
Congress can improve the solvency of Social Security without forcing those who can least afford it to bear most of the burden. » Read More
The greatest risk to your clients' account information is on the inside. Identify your vulnerabilities and safeguard your systems.
From comic books and coins to wine and racehorses, investors are turning their private passions into profits.
Donald Trump advisor Anthony Scaramucci does not speak for "real" financial advisors when he compares the new DOL fiduciary rule to slavery.
There are ways to shore up Social Security but none will garner either candidate more votes, so I'd be surprised to see them addressed.
Your Social Security income won't go up by much in 2017, yet your expenses probably will. Here's what it means for your cash flow.
The way you save for retirement is about to change, as new rules for IRAs and financial advisors take effect. Find out what's coming.
Despite warnings and news coverage, phone scammers continue to run very successful "businesses" posing as Internal Revenue Service agents.
Believe it or not, the person you hired to care for your loved ones is considered an employee. With that comes a responsibility to the IRS.
If you want to reduce your 2016 tax bill, most of the available strategies must be deployed before the calendar flips to 2017.
There are some lessons to extract from the financial behavior of the wealthy. All of them have certain habits whereby they save money.
While no one likes to talk about death, creating a financial plan can avoid years of financial distress for the loved ones left behind.
Many people approaching retirement or who are already retired have misunderstandings or misconceptions about Social Security.
Lackluster portfolio performance is a top reason investors switch financial advisors, along with poor communication and bad advice.
Cost, ease and efficiency are driving investment assets into passively managed exchange-traded funds from actively managed alternatives.
Emotional investing is not safe, so during this election, successful investors account for goals, time horizons and risk comfort levels.
Money you've spent on your kids can now be directed elsewhere. What you do from here can have a dramatic impact on your financial future.
Arbitration against Merrill Lynch highlights a potential hazard for other banks selling structured product investments.
Some 36 percent of Americans have no understanding of what a financial advisor does. Here's what several are doing to get the word out.
Advisors who want to capture the $30 trillion that boomers are passing on to heirs must embrace fintech tools to attract young clients.
Zombie debt ... old, bad debt you thought was dead ... can come back to haunt you, but there are ways to fight off this fiscal apocalypse.
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This special report focuses on how individual investors strategically juggle their many savings goals and objectives.
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Get ready to pay more to borrow. When it comes to economics, certainty is usually elusive, but in the case of the expected decision by the Federal Reserve to raise short-term interest rates by a quarter-point on Wednesday, the impact on consumers is clear. ''It will be a direct pass-through to credit card holders,'' said Greg McBride, chief financial analyst with...
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