Life transitions can take years; without advisor guidance, investors can lose valuable time figuring out what to do with their money.» Read More
With a likely rise in bond rates, financial advisors recommend diversifying fixed-income allocations and assuming greater risk to meet income needs.
Many invest for higher-education via 529 plans, but Roth IRAs also offer distinct, tax-free advantages as college savings investment vehicles.
Investors in their 30s are prone to missteps that can derail long-term savings plans, such as funneling too much money into homes and 401(k) plans.
You’re young and just came into some money. You’d like to pile it away for a few decades in a low-cost fund. What’s the best ‘Desert Island Fund’?
The January stock barometer has been right in 62 of the last 85 years.
Faced with debts, expenses and low income, some Gen Y workers put off financial planning for retirement, but it's best to save earlier and smarter.
From diversifying and rebalancing portfolios to avoiding IPOs and long-term bonds, these tips get you back on track with financial planning in 2014.
While some investors are still worried that commodity prices will continue to fall, others are jumping in.
Survey of financial advisors by CNBC and the Financial Planning Association finds a preference for stocks, overseas markets and strategic investing.
Many put off retirement health-care plans, but most cost and care worries are addressed by healthy living, dialogue and financial advice.
Converting traditional IRA or 401(k) savings to Roth IRAs burdens people who plan to retire in no-income-tax states with unnecessary state taxes.
Advisors and analysts say a recovering economy, and the Fed's taper and zero-interest-rate policy, could complicate investment planning in 2014.
Financial advisors list rebalancing portfolios in a bull market, rising interest rates and government gridlock as top concerns for investors in 2014.
If you're lucky enough to hit the jackpot, the right financial planner can help you avoid mistakes that have bankrupted other winners.
A 401(k) plan is the main source of retirement for many workers and yet plans are often ignored and not reviewed.
Before surrendering an annuity, investors need to make sure they understand the consequences of these complex investment products.
Investors are turning hobbies and interests into cash. From art and comics to racehorses and wine, here’s a look at some popular alternative assets.
Many investor clients of financial advisors are clueless or unaware of hidden fees or non-transparent fees they pay as part of investment management.
Complex, scary and off-putting to investors, alternative investments are increasingly being used by financial advisors in sound investment portfolios
With public and private pension plans complex and underfunded and people living longer, reevaluate pensions as part of retirement planning at year-end
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With the world becoming more interconnected, it’s getting harder to anticipate and manage global risks. We take a look at some of the biggest risks and ways to mitigate them.
From family-run companies to public companies with family ownership, we tackle challenges and rewards facing family businesses.
Inside the market's biggest sectors with a look at the trends, companies and trades netting profits for investors.
Life transitions can take years; without guidance, investors can lose valuable time figuring out what to do with their money.
There are fewer tax-code changes for 2014, but the expiration of some tax breaks might leave students, retirees and others cold.
As retirement nears, 40- and 50-somethings should address risk mitigation, estate plans, investment strategy and financial plans.