Deborah Nason is freelance business journalist who covers the investment industry and personal finance. She has been awarded the Institute Investment Foundations™ certificate from the CFA Institute.
Investors have been told to ask about financial advisors' investment philosophies before working with them, but the term means different things to different people.
Financial professionals generally take market swings in stride, so how can their clients protect themselves from their own emotional reactions?
Think about how to deal with a bequest versus letting it just happen, because moving too quickly can result in poor decisions.
The passage of the GOP tax reform bill sent taxpayers into a panic. Advisors had to move fast to stop clients from making costly mistakes.
How to interview a potential financial advisor to whom you've been referred isn't alway clear. Here's what to ask.
Millennial and Gen X investors say they want advisors who are tech savvy, so more firms are turning to tools such as LinkedIn and YouTube.
There are hundreds of Social Security strategies, but married couples can focus on 10 to 15 major approaches, say financial advisors.
Gen Xers and millennials have different approaches to investing, reflecting their generational experiences around money and markets.
Some advisors find it beneficial to include life counselors in operations, contracting with them or developing their own in-house.
Access to private plays for accredited investors has increased, and some advisors use this as a point of differentiation for their practice.