Strategic Planning


  • Tracking Commission-Free ETFs  Thursday, 7 Feb 2013 | 2:17 PM ET

    Charles Schwab lanched a new commission-free ETF platform. Beth Flynn, VP of ETF Platform Management of Charles Schwab, offers insight.

  • Mad Money Mail  Monday, 4 Feb 2013 | 6:53 PM ET

    Mad Money host Jim Cramer answers investment questions from viewers.

  • Earnings to Watch: Xerox, McCormick & More  Thursday, 24 Jan 2013 | 2:24 PM ET

    Xerox has been trying to morph into a services business, and CNBC's Herb Greenberg explains why this stock, among others, is grabbing his attention.

  • Power Pitch: LearnVest  Wednesday, 23 Jan 2013 | 1:50 PM ET

    Alexa von Tobel, LearnVest CEO, pitches her company to John Paul Dejoria, Paul Mitchell co-founder, and CNBC's John Fortt and Kayla Tausche, who say whether they are in or out.

  • CNBC's Steve Liesman speaks to Treasury Secretary Timothy Geithner about the fiscal cliff negotiations in Washington.

  • Tomorrow in 30: Housing, Jobs & Retail  Tuesday, 4 Dec 2012 | 4:53 PM ET

    What to expect from tomorrow's trading session, with Chad Morganlander, Stifel Nicolaus; Ernesto Ramos, BMO Asset Management; and Jimmy Lee, Strategic Wealth Associates.

  • Closer to a Fiscal Cliff Deal?  Tuesday, 4 Dec 2012 | 4:07 PM ET

    CNBC's Eamon Javers offers insight on the White House and GOP plans for the fiscal cliff.

  • Rounding Up Tuesday's Market Action  Tuesday, 4 Dec 2012 | 4:01 PM ET

    Dissecting today's market moves, with Keith Springer, Springer Financial Advisors; Abigail Doolittle, The Seaport Group; Dean Maki, Barclays; and CNBC's Bob Pisani.

  • Time to Get Defensive?  Tuesday, 4 Dec 2012 | 3:49 PM ET

    Checking on the state of the markets ahead of today's close, and discussing how to invest ahead of possible higher taxes, with Joe Tanious, JPMorgan Funds and CNBC's Jeff Cox.

  • Feeling the Fiscal Cliff Impact Already?  Tuesday, 4 Dec 2012 | 1:15 PM ET

    Harvard Business School Professor Deepak Molhotra, discusses whether the impact from going over the fiscal cliff is already felt in 2013-2014 planning.

  • What's Trending on Twitter?  Monday, 3 Dec 2012 | 5:55 PM ET

    CNBC's Seema Mody reports #leaveitin2012 is trending on Twitter, as users discuss which stocks they are saying goodbye to in 2012.

  • Advice for the $500 Million Powerball Winner  Tuesday, 27 Nov 2012 | 4:49 PM ET

    CNBC's Robert Frank offers advice for the Powerball Jackpot winner. Carol Pepper, Pepper International, weighs in. "If you win, the first thing you should do is not tell anyone until you get a security plan in place," she says.

  • If You Won $500 Million...  Tuesday, 27 Nov 2012 | 1:48 PM ET

    The Powerball Jackpot is now $500 million. CNBC's Robert Frank spoke with wealth advisors of the super-rich who offered tips for the winner of the jackpot.

  • From Poverty to Profits  Friday, 16 Nov 2012 | 4:58 PM ET

    Michael Schlein, Accion president & CEO, discusses his global nonprofit organization, which offers people the financial tools they need to escape poverty.

  • Your Golden Egg: Save For Retirement  Thursday, 25 Oct 2012 | 1:50 PM ET

    How to catch up on your savings for retirement, with CNBC's Sharon Epperson.

  • Middle Class Retirement Survey  Tuesday, 23 Oct 2012 | 2:20 PM ET

    Laurie Nordquist, head of the retirement 401K Business at Wells Fargo, offers insight on a new survey indicating that 70 percent of middle class Americans say they are not confident in the stock market as a place for retirement.

  • “Hurry-Up Offense” Retirement — Worth It? Thursday, 5 Jan 2012 | 2:25 PM ET

    Some people who are unprepared for retirement respond with a strategy known as “Hurry-Up Offense” retirement. This entails scrambling like mad at the 11th hour to find something to live on. It’s less than ideal, but sometimes a well-planned nest egg simply doesn’t exist.