As an individual investor, you should be armed with information: Do you know the difference between a fiduciary and a suitability standard?» Read More
Sharon Epperson interviews Fidelity Investments' Kathleen Murphy about asset allocation in retirement plans.
Year-end client meetings are key because they allow financial advisors the chance to set realistic expectations about portfolio risk.
Individuals should put a bonus to work in a retirement plan rather than view it as money that's above and beyond normal income.
The 4% investment withdrawal rate in favor since the early 1990s no longer guarantees retirement income, says Betterment CEO Jon Stein.
Thanks to irreversible socioeconomic changes, most Americans have to radically change their idea of what retirement looks like.
There are several ways and reasons to tap retirement funds before age 59½, but advisors say loss of future gains might not be worth the cash today.
Common mistakes people make with estate plans are easy to fix, but it's key to review or update documents regularly, say financial advisors.
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.
You can now roll your 401(k) assets into your company's pension plan and the Pension Benefit Guaranty Corp. will guarantee the portion you roll over.
Senior editor at large Jim Pavia discusses using options strategies against market drag 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 advisors for help with asset allocation.
Some advisors say if you have the wherewithal and know-how, build a 401(k) portfolio that provides an individualized investment approach.
A Morningstar five-star rated fund manager reveals the secrets to his success and what he's looking for in 2015.
New government guidelines that allow 401(k) plans to offer annuities as an option are helping retirees ensure post-career cash flow.
Retirees who start tapping nest eggs during a bear market will come up short, but taking steps now to ensure a resilient portfolio can help.
In year-end meetings, advisors are helping clients stressed out by the economy and government to get their financial houses ready for 2015.
The Columbus Blue Jackets player filed for bankruptcy in October after his parents poorly managed his assets for four years.
Retirement means shifting from putting money into retirement accounts to taking money out. Take these 7 steps to streamline finances.
Workers don't take full advantage of employers' 401(k) plans, which means leaving money on the table, says Rich Coppa of Wealth Health.
Successful investing boils down to creating consistent, winning strategies and regularly measuring them, author Tony Robbins tells CNBC.
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Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.
A series of high profile cyber attacks has created huge economic opportunity as businesses look to fend off future attacks.
Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.
As an investor, do you actually know the difference between a fiduciary vs. suitability standard?
Year-end is a good time to review estate plans, particularly if you've had a change-in-life circumstance in 2014.
When it comes to liquid alternatives, research, moderation and patience are the keys to success with this asset class.