Investors planning to buy a mutual fund in a taxable account by the end of the year can get stuck paying taxes on gains they didn't earn.» Read More
Human capital can be volatile, with people in steady careers being more bondlike and those in riskier professions acting like stocks.
Despite a likely rise in interest rates, investors are rotating back to bonds amid a recent uptick in equity-market volatility.
The fund industry is debuting ever more mutual fund and ETF product addressing investors' risk, income-generation and consistent-return concerns.
Women face a unique set of challenges in meeting financial goals, including longer life expectancy, fewer working years and smaller paychecks.
While the rules for calculating AMT haven't changed much, the increase in top marginal tax can make a tax-planning difference for small businesses.
Many baby boomers on the verge of retirement are facing nest-egg shortfalls and, given today's housing market, some might be considering downsizing.
What Americans don't know understand about Social Security benefits can be hazardous to their retirement plans.
One fund manager is proving that the use of psychology is key to building mutual funds with big returns.
Investors can guard against rising interest rates by analyzing current holdings, shortening bond maturities and reducing bond exposure.
Reverse mortgages let senior citizens convert home equity into cash without having to sell their house, but such loans come with significant risk.
As trust beneficiaries feel the bite of Obamacare's 3.8 percent investment income tax and higher rates, estate planners look to reduce it.
In an industry where stars are commonly impulsive spenders, financial planners advise a simple system to save for the future.
Financial advisors advise against riskier, potentially more profitable portfolio allocations in the interest of long-term stability.
Retirement plans have been rewritten by behavioral finance in the past decade, but that's just the start of what's cooking in the 401k test lab.
As the losses fixed-income investors saw in 2013 may occur again when the Fed raises interest rates, bonds may not always be a safe investment.
With interest rates apparently set to rise, CNBC takes a look at sample record-high benchmark rates from around the world over the past century.
Lower-cost ETFs are enjoying record inflows and increased popularity as a vehicle for higher yields and downside protection in a bond bear market.
While savings in this country is dismal, there is hope because 87 percent of CNBC readers polled said they would save money if they got a windfall.
All generations of pre-retirees are facing some level of savings shortfall, but there are steps anyone can take to help build their 401(k).
The financial services industry, not necessarily helping investors paralyzed with indecision by devising more portfolio choices, should limit options.
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A series of high profile cyber attacks has created huge economic opportunity as businesses look to fend off future attacks.
Whether you're young and just getting started investing or moving closer to retirement, factoring in age will keep you ahead of the game.
Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.
Investors buying a mutual fund in a taxable account by year-end can get stuck paying taxes on gains they didn't earn.
Senior editor at large Jim Pavia discusses options strategies with Carson Wealth research director Brett Carson.
Growth in target-date funds and robo-advisors has led many to believe there's no point in paying for help.