FA Playbook


  • Robert Kapito

    Over the next 17 years every day 10,000 baby boomers will turn 65 and BlackRock's Robert Kapito tells CNBC many of them haven't started saving for retirement.

  • While many investors with diversified portfolios haven't gotten the results they wanted lately, this investor is bullish on portfolio diversification.

  • Financial advisors urge investors to re-balance their portfolios before year's end as part of a fourth-quarter annual financial review process.

  • Attention taxpayers: Here are five essential year-end tax planning questions that require some answers to help you lower your tax bill.

  • Government shutdown & your portfolio

    Tim Maurer, The Financial Consulate, discusses how to protect your portfolio during a Washington gridlock.

  • The last few months of the year has everyone thinking about holiday cheer, shopping and pumpkin pies, but it's also prime time for tax planning.

  • Now or Never? Is it safe to get back in the markets

    Five years after the global financial crisis, investors are still leery of the markets and want to know is it safe to jump back in?

  • In the midst of the 2008 financial crisis, it took every ounce of resolve from advisors to keep investor/clients calm and convince them good times would return.

  • The stock market declines investors experienced during the 2008 financial crisis have forced many to change their thinking.

  • Protecting your portfolio

    Steven Lockshin, founder of Convergent Wealth Advisors, breaks down risks for your money as the Fed ends QE, concerns in Syria continue and a health-care reform looms.

  • Five years after the global financial crisis here is what experts say investors need to be aware of right now.

  • For those who believe financial plans can wait until December, think again. Financial advisors stress that now is the time to get serious about your financial planning checkup.

  • For those investors who believe financial plans can wait until December, think again. Advisors stress that now is the time to get serious about your financial planning checkup.

  • What you should be asking your financial adviser now

    CNBC's Sharon Epperson sits down with a panel of advisors.

Contact FA Playbook


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Advisor Council

  • Louis Barajas is founder and CEO of Wealth Management LAB, a fee-only firm specializing in the entertainment industry.

  • Sophia Bera, founder of Gen Y Planning, has been named one of '10 Young Advisors to Watch.'

  • Douglas A. Boneparth, president and founder of Bone Fide Wealth

    Douglas Boneparth is president of Bone Fide Wealth, a Manhattan-based wealth management firm focusing on millennials, young professionals and entrepreneurs.

Latest Special Reports

  • ETF Edge, hosted by Bob Pisani, is dedicated to the fastest growing investing trend right now: ETFs.

  • Between new federal tax bill changes and underutilized deductions, CNBC finds ways to save money while filing taxes.

  • Invest in You: Ready. Set. Grow. is focused on improving Americans’ money knowledge of saving, spending and investing.

Financial Advisor Hub