Many investors are unaware of the professional conduct of the financial advisor they work with, but there are ways to gauge trustworthiness. » Read More
By: Marguerita M. Cheng, CEO at Blue Ocean Global Wealth
Most investors have heard the term, but many haven't grasped that an asset mix for one person may be completely inappropriate for another. » Read More
By: Deborah Nason
There are many opportunities for leveraging the power of a 401(k). Advisors shared with CNBC.com the smartest and dumbest ways they've seen. » Read More
By: Mike DeWitt, wealth advisor at Brightworth
By taking advantage of the backdoor IRA strategy, high-income earners can have more tax-free funds available in retirement. » Read More
Amid all the talk of advisors and the fiduciary rule, many advisors are actually only part-time fiduciaries, at best.
A recent survey showed 67 percent of Americans believe they pay no fees in their 401(k) plan. Nothing could be further from the truth.
Financial advisors say that before you buy ETFs, it's important to grasp their nuances, because they are far from risk-free.
If you took just the standard deduction on your tax return, you may have shortchanged yourself and given Uncle Sam an undue bonus.
'Real' financial advisors are already held to a fiduciary standard. The brokers selling commission-based products cling to a lesser bar.
In tumultuous times, many people would like a financial planner to lead the way. But the profession still hasn't caught on.
Financial advisors share their thoughts on the pros and cons of incorporating target-date funds in investment portfolios.
Financial advisors Peter Mallouk, Barry Glassman and Tom Stringfellow debate future of Washington's fiduciary rule under President Trump.
An investor protection rule limiting advisor conflicts of interest is now on hold.
President Trump on Friday will take two financial-related actions, including one concerning Dodd-Frank, according to a senior White House official.
It isn't that hard for attackers to break into your device and snap up personal information. Here's how to protect yourself.
A smart value investor buys low, then waits for the "herd" to catch up. Unfortunately, most investors tend to do the exact opposite.
Here's why it makes sense to pay off your mortgage before you retire.
In light of Dow 20,000, advisors are cautioning clients to avoid hype and stick with tried-and-true, long-term investing tactics.
Congress can improve the solvency of Social Security without forcing those who can least afford it to bear most of the burden.
As women control more of wealth, financial advisors would be wise to educate themselves on women's financial circumstances and solutions.
Trump's policy pillars are infrastructure investment and tax and regulatory reform, the most influential factors for the near term.
President-elect Trump's plans for student debt compare favorably to existing options, but it remains to be seen if they will be enacted.
Donald Trump's assertion that tax returns are uninformative got the attention of financial advisors of all political stripes.
Professionals are proceeding with caution as uncertainty swirls around Trump's ideas on estate plans.
Investors may be unaware of the trustworthiness of the financial advisor they work with, but there are ways to gauge it.
Many investors haven't grasped the fact that an asset mix for one person may be completely inappropriate for another.
There are many opportunities for leveraging your 401(k). Advisors shared with CNBC.com the smartest and dumbest ways.