Trump's policy pillars are infrastructure investment and tax and regulatory reform, the most influential factors for the near term. » Read More
By: Bill Nelson, founder of Pacesetter Planning
President-elect Trump's plans for student debt compare favorably to existing options, but it remains to be seen if they will be enacted. » Read More
By: Andrew Osterland
Professionals are proceeding with caution as uncertainty swirls around Trump's ideas on estate plans. » Read More
Several financial advisory industry groups are planning a court challenge to the fiduciary rule recently finalized by the Labor Department.
Unusual investments can be a surprising source of classic wealth-building lessons. Here are seven important ones.
Some advisors may protest the Labor Department fiduciary rule but they should aim for the most responsible, not the highest, margins.
Special-needs trusts in estate plans help parents pass on assets to a disabled child without jeopardizing government benefits.
Consumers are abandoning cable TV for streaming media services, but the pay TV industry has some advantages that may thwart cord-cutting.
Consumers can discover the truth about investment fees by taking matters into their own hands, finding the fees and acting accordingly.
A traditional long-term care insurance plan isn't the only viable option. Weigh these three alternatives before committing time and money.
CNBC's Sharon Epperson interviews portfolio managers John Maloney, David Pearl and Nick Galluccio about their tech-stock picks.
A college degree eventually can result in higher wages, but some fields offer job prospects that don't require a pricey diploma.
While fintech companies offer tools to save money, it remains to be seen whether they are a boon or a bust for traditional advisors.
The most important investing decision you can make is asset allocation, which explains more than 90 percent of an investment's variability.
Investors love big dividends, but some companies lack the earnings to afford it. How to know if a dividend is masking cash problems.
Before privately refinancing a federal student loan as a "no-brainer," it's important to understand the consequences of such actions.
CNBC's Sharon Epperson interviews portfolio managers John Maloney, David Pearl and Nick Galluccio about energy-stock bets in today's market.
Smart beta is growing quickly, with investors adding $10 billion to smart beta mutual funds and ETFs in the last 12 months.
Eighteen percent of Americans come to regret how they spend their tax refund each year. CNBC weighs in on how best to divvy it up.
Trump's pillars are infrastructure investment and tax and regulatory reform, influential factors for the near term.
Trump's plans for student debt compare favorably to existing options, but it remains to be seen if they will be enacted.
Trump's assertion that tax returns are uninformative got the attention of advisors of all political stripes.