No one likes to ponder their own demise, but there's no excuse for not having a current estate plan to ease the way for heirs and caregivers.» Read More
The goal of social impact investing is to enhance risk-adjusted returns, while generating a positive social and environmental impact.
Advisors often see clients' wealth later squandered by children, but parents can in fact protect their legacy from irresponsible heirs.
More advisors are using exchange-traded funds in clients' portfolios, citing transparency and a demand for lower-cost investments.
Leftover 401(k) plans—and whether to roll over, withdraw or borrow them—puzzle unemployed people, so CNBC turned to advisors for tips.
The quality of medical care abroad varies greatly. Travelers should know where to get adequate health care in case of a medical emergency.
In 1 out of 3 couples whose marriages seem solid, one spouse is often blindsided by news the other is unfaithful with money.
It's key to figure out how to have your home paid for by the time you retire—and to do what’s necessary to make that happen.
We know the steps to take to improve our finances, yet we are a nation that remains financially unprepared and illiterate.
While bonds and interest rates have an inverse relationship, let’s be clear: Rising rates simply do not guarantee negative bond returns.
Invest new earnings in high-risk, high-growth stocks, but regular reallocation of existing savings to a mix of asset classes makes sense.
Making trades based on emotion, whether on the market or individual stocks, can be treacherous without sufficient knowledge and research.
Finding a financial advisor is the first step toward economic health, so rely on trusted recommendations, see several candidates and ask questions.
From Pez dispensers to duck decoys, passionate but savvy investors are amassing collections of offbeat and oddball items for both love and money.
Hobbyists frustrated with traditional markets and able to sit on investments for decades are turning to tangible assets, such as rare stamps.
Some investors collect classic or antique toys for fun and profit; while toys can yield returns, the trick is knowing what you're doing.
A victim of financial elder abuse, actor Mickey Rooney died at 93 with just $18,000 in the bank. A look at how to combat this national epidemic.
New legislation will ease the bite of the AMT for many, but nearly 4 million Americans will still pay upward of $6,600 in extra taxes for 2013.
With the repeal of DOMA and more states legalizing same-sex marriage, gay and lesbian couples should review their financial relationship.
What Americans don't know understand about Social Security benefits can be hazardous to their retirement plans.
Proper estate planning entails drawing up a detailed will, and perhaps trust or health proxy, with the help of a qualified attorney.
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Trailblazers leveraging the power of technology and innovation to grow their business—and disrupt the competition.
Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.
With same-sex marriage legal in all 50 states, LGBT couples must look at financial issues such as estate planning.
Advisor Richard Coppa says investors should weigh the risks and rewards of alternatives before allocating funds.
Many say the current regime for examining the some 11,500 registered investment advisors in the U.S. is inadequate.