As the end of the year approaches, experts say it's a good time to take stock of your financial situation by reviewing important documents.» Read More
Life strategist and author Tony Robbins offers three tips for improving your financial life and reducing money stress.
Rebalancing, like asset allocation, largely determines a portfolio's return, say many advisors. So it's important to pay attention.
Migration from actively managed mutual funds to passively managed funds hasn't abated, but not every active asset manager is affected.
Advisor Manisha Thakor of The BAM Alliance says a good annual checklist should address estate planning, insurance and investment portfolios.
Online automated wealth management is all the rage, but some question how much robo-advisors will shake up the financial advice industry.
Many Americans turn to a 401(k) plan for fast cash, but financial advisors caution clients to seriously consider the pros and cons first.
A new study finds young workers have higher rates of participation, savings and stock allocations in 401(k) plans today than a decade ago.
As cybersecurity and hacking threats soar, financial advisors employ new software solutions and procedures to safeguard investor data.
Hidden fees in retirement plans are confusing and a major problem for retirement savers, according to strategist and author Tony Robbins.
As college costs soar, it's important for students to file FAFSA forms quickly and correctly to maximize public and private tuition aid.
Investing in alternatives can be confusing and complex, so investors looking to get into the space had better do their homework first.
Conventional wisdom holds that retirees should not enter their golden years still holding a mortgage. Should they really?
Hiring has picked up in most career sectors, but the outlook's brightest for job seekers with health-care and technology skills.
Many workers use annual open enrollment to tweak employee benefit options, but others let old selections ride - a big mistake, say advisors.
There is still a wide belief that investors may be better off with active investment management as opposed to buying an index fund.
Financial advisors caution clients who experience a financial windfall to avoid overspending, set realistic goals and invest for the future.
Philanthropy is entering a new age, with new models being tried and past innovations getting field-tested and disseminated.
Just in case you've been procrastinating, here's a year-end checklist to get through before heading to your New Year's Eve party.
Ron Carson, founder and CEO of Carson Wealth Management Group, explains how to leverage tax-loss harvesting to offset investment losses.
Smart beta funds offer investors who like low-cost, user-friendly index investing new ways to beat the market.
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As the end of the year approaches, it's a good time to check your financial situation by reviewing important documents.
Advisors Lazetta Rainey Braxton and Shannon Eusey caution savers to maximize 401(k) opportunities but avoid pitfalls.
A new study finds financial advice firms are lacking when it comes to security, accountability and recovery against cyberattacks.