Financial advisors Peter Mallouk, Diahann Lassus and Ron Carson on how they advise investor clients during times of high market volatility. » Read More
A look at 10 reasons the Internal Revenue Service decides to audit taxpayers, from clerical errors to undeclared foreign income. » Read More |
By: Andrew Osterland, special to CNBC.com
Is the increase in volatility a prelude to a bigger fall in markets? If so, how can investors protect themselves from such a scenario? » Read More |
By: Andrew Osterland, special to CNBC.com
A slowdown in China, the world's biggest growth engine, is spooking markets, even though global exposure to Chinese assets is still minimal. » Read More |
Turmoil in China and worst-ever year-opening week for the stock market has prompted investment houses to advise clients to pare back risk.
The market turmoil has left investors questioning where to invest their hard-earned money in 2016. Three advisors weigh in on the best bets.
As growth forecasts for China continue to fall, the outlook for the entire global economy remains uncertain heading into 2016.
Finance, logistical and quality-of-life issues should all factor equally in any decision to relocate for retirement, say financial advisors.
The Fed raised short-term interest rates for the first time in seven years on Dec. 16, and the sky didn't fall on financial markets.
Compliance costs, competition from "robo-advisors' and tempering clients' taste for risk are challenges for many advisors this year.
Worried clients keep financial advisors on their toes with questions about topics, from asset allocation to long-term health-care insurance.
You may still be sorting out last year's tax return, but it's a good time to think about minimizing the tax hit to your wallet in 2015.
Big-ticket purchases can sabotage the best-laid financial plans of middle-class Americans, so consult an advisor before splurging.
Stocks and bonds are still strong, so many financial advisors plan to counsel clients to stay the course with asset allocation in 2015.
The fund industry is debuting ever more mutual fund and ETF product addressing investors' risk, income-generation and consistent-return concerns.
While the rules for calculating AMT haven't changed much, the increase in top marginal tax can make a tax-planning difference for small businesses.
One fund manager is proving that the use of psychology is key to building mutual funds with big returns.
As trust beneficiaries feel the bite of Obamacare's 3.8 percent investment income tax and higher rates, estate planners look to reduce it.
Financial advisors advise against riskier, potentially more profitable portfolio allocations in the interest of long-term stability.
The financial services industry, not necessarily helping investors paralyzed with indecision by devising more portfolio choices, should limit options.
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CNBC’s first-ever exclusive survey of Americans with $1 Million or more in investable assets.
Got guaranteed income? Retiring investors with pensions, Social Security or income annuities have a bit of a buffer that may allow them to invest a little more aggressively in stocks. Here's why.
The Secure Act might be the nail in the coffin for a strategy that allowed owners of large IRAs to pass them onto heirs. Here's what advisors can do to help clients prepare.
The advisor survey from the Financial Planning Association reveals advisors are upbeat about the economy, still like passive investing and are interested in cannabis-related holdings but remain skeptical about cryptocurrencies.
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