Financial advisors who opt to target client segments with whom they closely identify are finding fulfillment and profit in their endeavours.» Read More
Investors who balance their own retirement portfolios should do so regularly and keep risk, time horizon and allocation in mind.
Top-rated financial advisor Ric Edelman lists 15 investment products and strategies that he would never recommend to his clients.
Most advisors are generalists, but some take advice to the next level by focusing on specific niches, such as doctors or gay couples.
Control and certainty about asset transfers to family members, charities and others make a trust an attractive option for family businesses.
It's key to be aware of beneficiary forms. Naming the wrong people or failing to update those documents can create a mess for your heirs.
Use of a psychologist and a financial advisor can help business owners better align employee actions and attitudes with company operations.
Advisors focused on Gen X and Gen Y clients are blazing trails, creating new fee and service models to serve this large demographic.
Higher tax burdens have many wealthier-than-ever Americans taking a greater interest in charitable-giving vehicles that offer tax relief.
Gen X faces the daunting task of retirement planning that will include no pension, a potential Social Security haircut and stagnant wages.
Some 15 percent of so-called sandwich generation adults in their 40s and 50s are financially supporting both an aging parent and a child.
With 1 in 5 Americans a victim of credit-report errors, an annual financial checkup is just as important as a yearly physical.
Most investing education focuses on how to buy stocks rather than how to sell them, but the decision about when and why to sell is critical.
Looking to do good, a start-up Brooklyn church offers financial literacy lessons to the millennial "hipsters" gentrifying its neighborhood.
Confronted by a growing income gap, depleted savings and high debt, Gen X faces big financial hurdles. Six ways to get them back on track.
By borrowing from your 401(k) retirement plan, you are missing out on opportunities for your money to grow substantially over the long haul.
Target-date funds, which automatically invest assets more conservatively as investors age, are more popular—but there are some caveats.
Family business owners with complex familial and financial concerns can vet potential advisors by asking the right questions.
Advisors focusing on women clients only are seeing big returns, as studies show a growing number of females beginning to outearn men.
With only 12 percent of family businesses surviving two generations, it's imperative owners train heirs in financial literacy early on.
Muslim financial advisors are tapping into the U.S. Islamic finance market by helping clients invest in religiously suitable ways.
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Financial advisors who opt to target clientts with whom they identify are finding fulfillment and profit in their endeavours.
Many investors with money in IRAs or 401(k)s struggle with what to do when life circumstances change. A look at some options.
Many think estate planning is only for the rich, but it's recommended that everyone state their wishes in a will.