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.» Read More
A Morningstar five-star rated fund manager reveals the secrets to his success and what he's looking for in 2015.
Some advisors say if you have the wherewithal and know-how, build a 401(k) portfolio that provides an individualized investment approach.
Successful investing boils down to creating consistent, winning strategies and regularly measuring them, author Tony Robbins tells CNBC.
Given low bond yields, the less risky side of asset allocation strategies could use revising, such as the use of merger arbitrage funds.
Investors sell at the worst time and wait too long to get back into stocks. The 'market top' and 'going to cash' calls aren't a strategy.
Women want skilled financial advisors, but they also demand transparency, reliability, understandability, sensitivity and thoughtfulness.
Asset size, number of heirs, life events, tax law and even the economic climate can impact how you should craft your estate plan.
The IRS clarified how retirement-plan owners allocate pre- and post-tax dollars to rollovers; the latter can now be rolled into Roth IRAs.
Stay in control of medical and money matters by drawing up a will, a beneficiary list, a medical directive and powers of attorney.
Many think estate planning is only for the rich, but it's recommended that everyone state their wishes in a will.
Top-rated financial advisor Ric Edelman lists 15 investment products and strategies that he would never recommend to his clients.
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.
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.
There are many college-savings options worth considering, so compare and choose the plan that makes sense for your financial situation.
Helping millennials learn the benefits of compounding can be personally rewarding—and will help you establish a future client base.
Studies show women are less confident about money than men, so advisors are helping them bridge the still-wide financial literacy gap.
The San Francisco 49ers have taken the unusual step of creating their own investment program for players with robo-advisor firm Wealthfront.
When it comes to making retirement planning and related investment issues a high priority, we are truly a nation of procrastinators.
While many financial advisors help clients set up 529 savings plans, some work with families through the entire college app process.
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.
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.