If you want to build your portfolio for the new tax environment, keep one word in mind: income. Here are smart moves to make now. » Read More
By: Barry Glassman
While newly popular niche ETFs can add some interesting spice to your portfolio, they should not be the largest ingredient in your mix. » Read More
Wells Fargo isn't the only firm that's profited illegally off employees. Here's how to check if your boss is self-dealing at your expense.
Nearly 18 million Americans were victims of identity theft in 2014. Here are a few steps you can take to protect yourself.
The coming transfer of $30 trillion in assets from baby boomers to their heirs is creating challenges for clients and advisors alike.
Although Roth IRAs have been around for almost 20 years, just 12 percent of all money invested in IRAs is parked in these types of accounts.
This year's checklist of best year-end tax-preparation and investment practices remains the same, though things may change under Trump.
The three-decade-old bond bull market might be coming to an end. Here's how investors can adjust to protect their portfolios.
For the first time, individuals can save money on taxes by giving to charities directly from their IRA. Find out if you're eligible.
Some key suggestions for allocating your fixed-income portfolio, given expected market conditions under the incoming Trump administration.
Social Security strategies can be complex and have changed. Here are five pitfalls to avoid regarding how and when to claim benefits.
Here's a warning from perennial bull Tom Lee: Don't forget to think long term.
Rianka Dorsainvil, president of Your Greatest Contribution, offers millennials tips on how to prepare financially to leave home for good.
Cohen, the once-high flying Wall Streeter, has taken a stake in a company that looks to steer young investors into index funds.
Saving for retirement should take precedence over saving for college, and parents should use cash flow to fund college.
Investment diversification of assets goes beyond stocks and bonds, beginning with goals, asset allocation, risk tolerance and time horizon.
Tax-related scams peak during filing season but are a constant threat, cheating individuals and the government out of millions of dollars.
Wealth managers are telling clients to defer their income and maximize their deductions before the president-elect takes office.
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If you want to build your portfolio for the new tax environment, keep one word in mind: income. Smart moves to make now.
Many perceive hedge funds as a risky investment, yet some advisors see a strong upside to employing hedged strategies.
While popular niche ETFs add interesting spice to your portfolio, they should not be the largest ingredient in your mix.