More advisors are using exchange-traded funds in clients' portfolios, citing transparency and a demand for lower-cost investments.» Read More
Investors need to take time to choose the right a financial advisor. After all, this person will influence your long-term financial security.
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.
Expert investors are embracing financial advisors for counterarguments and best returns.
According to the latest quarterly filings, only 24 companies in the S&P 500 reported having zero debt on their balance sheets. Which S&P 500 companies are debt free and cash rich? Click ahead to find out.
If millennials don't break out of this frugal state of mind, the trend could create challenges for the stock market and retail spending.
Many invest for higher-education via 529 plans, but Roth IRAs also offer distinct, tax-free advantages as college savings investment vehicles.
Many investor clients of financial advisors are clueless or unaware of hidden fees or non-transparent fees they pay as part of investment management.
Financial education is key to retirement-planning today, as the savings burden increasingly shifts from employers to individuals, Sheryl Garrett says.
For investors, the key to remember is that common financial mistakes are usually avoidable. A comprehensive financial plan can help avoid pitfalls.
Ignoring health-care costs can destroy a retirement plan. Retirees must plan ahead to budget for likely health-care expenses in retirement.
Millennials, the next generation of investors, have trust issues. They want to do business with firms that treat them fairly and with respect.
While there are pros and cons to annuities, some experts say they have their place because they act as insurance policies that protect retirees.
Stay-at-home spouses and their working partners must take advantage of their various options as they create a retirement plan. Here's some advice.
Google is your best friend when it comes to catching a financial advisor with dreams of pulling off a Ponzi scheme before they make off with your money.
Prenuptial agreements are common among the financial elite. Divorce settlements can be astronomical. But in some cases, prenups may make sense for the 99 percent.
More upbeat about their prospects, Boomers are reshaping traditional notions of how the golden years should be lived.
While saving on your own takes some serious discipline, even small amounts can add up over time.
You don't have to be Rupert Murdoch or his wife, Wendi Deng, to know that divorce can require as much preparation as a military campaign.
If the only time you hear your advisor's voice is on their answering machine, or they're unresponsive to email, find someone else who makes time for you.
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Founder and CEO of Financially Wise Women, an investment advisory specialized in helping women and couples meet financial goals.
Richard Coppa is managing director of Wealth Health, advising high-net-worth executives and business owners.
Mark Cortazzo is senior partner and founder of MACRO Consulting Group.
An era of innovation dominated by secretive corporate labs is ending. Time for you to help crowdfund the future.
Tips on the best-performing portfolio strategies and global market trends that can help you become a smarter investor.
CNBC and Institutional Investor host the 4th Annual Delivering Alpha Conference.
Advisors are using exchange-traded funds in clients' portfolios, citing transparency and a demand for lower-cost investments.
They may not be the most desirable client segment now, but advisors need to win over Gen X and Gen Y investors.
Home sales are surging, and summer is a big season for deals. Here are eight mistakes that homebuyers need to avoid.