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Advice and the Advisor

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  • 15 Companies With Zero Debt Tuesday, 24 Jul 2012 | 9:47 AM ET

    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.

  • Hey millennials: Time to start spending already! Saturday, 8 Feb 2014 | 7:06 AM ET

    If millennials don't break out of this frugal state of mind, the trend could create challenges for the stock market and retail spending.

  • Roth IRAs and college costs: A better way to pay? Monday, 3 Feb 2014 | 8:06 AM ET

    Many invest for higher-education via 529 plans, but Roth IRAs also offer distinct, tax-free advantages as college savings investment vehicles.

  • Clueless investors pay price when it comes to fees Monday, 2 Dec 2013 | 9:58 AM ET

    Many investor clients of financial advisors are clueless or unaware of hidden fees or non-transparent fees they pay as part of investment management.

  • Money lessons for your four-year-old Wednesday, 20 Nov 2013 | 7:00 AM ET

    Financial education is key to retirement-planning today, as the savings burden increasingly shifts from employers to individuals, Sheryl Garrett says.

  • Common mistakes investors need to avoid Wednesday, 13 Nov 2013 | 8:00 AM ET

    For investors, the key to remember is that common financial mistakes are usually avoidable. A comprehensive financial plan can help avoid pitfalls.

  • Now's the time to plan for retirement health care Monday, 4 Nov 2013 | 8:00 AM ET

    Ignoring health-care costs can destroy a retirement plan. Retirees must plan ahead to budget for likely health-care expenses in retirement.

  • Millennial ‘investors’ have some trust issues Tuesday, 29 Oct 2013 | 8:00 AM ET

    Millennials, the next generation of investors, have trust issues. They want to do business with firms that treat them fairly and with respect.

  • Fitting annuities into a retirement plan Thursday, 17 Oct 2013 | 11:33 AM ET

    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 need retirement plans Monday, 21 Oct 2013 | 7:00 AM ET

    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.

  • Forgot to 'Google' Your Financial Advisor? Tuesday, 18 Jun 2013 | 12:46 PM ET

    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.

  • How to Know When You Need a Prenup Tuesday, 18 Jun 2013 | 12:49 PM ET

    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.

  • 3 Ways Boomers' Retirement Looks Better Monday, 17 Jun 2013 | 9:38 AM ET

    More upbeat about their prospects, Boomers are reshaping traditional notions of how the golden years should be lived.

  • It's never too early to save for your retirement Monday, 30 Sep 2013 | 9:00 AM ET

    While saving on your own takes some serious discipline, even small amounts can add up over time.

  • Divorcing a Bully, Protecting Your Finances Tuesday, 18 Jun 2013 | 10:35 AM ET

    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.

  • 7 Things Your Financial Advisor Should Never Say Friday, 14 Jun 2013 | 2:44 PM ET

    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.

  • 5 Bond Questions to Ask Your Financial Advisor Thursday, 13 Jun 2013 | 5:54 PM ET

    The recent turmoil in the bond markets and performance dip in higher-risk bond funds is a chance for investors to reevaluate their investment approach with their financial advisor.

  • Financial Literacy Education Not Making the Grade Tuesday, 4 Jun 2013 | 7:47 AM ET

    Despite a proliferation of games and apps, and efforts by schools to teach the subject, financial literacy declined between 2009 and 2012, a survey shows.

  • Millennials Make Most of Massive Inheritance Friday, 31 May 2013 | 12:46 PM ET

    Millennials are inheriting wealth at a greater rate than the two previous generations. The good news is they may be better suited to it than their parents or grandparents.

  • Would You Take Financial Advice From an Algorithm? Thursday, 23 May 2013 | 12:10 PM ET

    Web-based portfolio-management tools combine powerful analytics with flat fees. But is that enough to move private investors online?

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