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.» Read More
Financial advisors can help engaged couples make financial planning, from savings strategies to insurance policies, a priority before the wedding day.
A well-conceived portfolio, diversified across domestic and international equity and bond positions, should survive some downside surprises.
Students looking for affordable college educations are benefiting from sliding-scale tuition payment plans at many private and public universities.
The newly created myRA retirement plan will prove to be a bloated bureaucratic mess, predicts financial advisor Scott Hanson.
Investors need to take time to choose the right a financial advisor. After all, this person will influence your long-term financial security.
A 529 college savings plan, available in all 50 states, makes paying higher-education expenses easier. Here are the top 10 state 529 plans nationwide.
Financial advisors note that mature and insightful investors in their 40s still have time to build significant retirement savings.
With interest rates likely to rise and bond prices to fall, bond holders tempted to sell need to carefully consider all investment options
Investors looking to reduce exposure to stocks while keeping their money working for them should check investments in long/short equity mutual funds.
Financial advisor Cathy Curtis cautions first-time homebuyers to thoroughly analyze savings, earnings and costs before making a first down payment.
A sound financial plan makes sense for anyone looking to fund a child's college education, plan for retirement or to buy a dream home.
The 2013 trend was toward positive net flows for mutual funds and ETFs. This trend will likely remain positive but volatile in the short term.
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.
Introducing Morning Squawk: CNBC's before the bell news roundup
Sign up to receive Morning Squawk in your inbox each weekday › Sample
A mystery tech billionaire has just purchased the most valuable life insurance policy ever. It's worth $201 million.
The number of millionaire households in America reached an all-time high in 2013.
The private jet market has been slow to recover, but demand and prices for the biggest, priciest planes are soaring.
The day you stop working will be here before you know it, making preparation now key to enjoying your golden years.
How financial advisors help clients worried about the impact of a rise in interest rates on fixed-income portfolios.
To kick off our year-long anniversary, we created a list of top leaders, icons and rebels.