As Generation X and millennials inherit their baby boomer parents' assets amid the so-called Great Wealth Transfer, some will look to invest it in rental property to generate income. » Read More
If you're making life insurance and annuity recommendations in the Empire State, you'll soon be required to act in your client's best interest. What you should know about this new rule. » Read More
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. » Read More
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. » Read More
Social Security's current and future beneficiaries deserve better than a symbolic month each year. They deserve a predictable program that can be relied upon, one that is on sound financial footing.
Tax-loss harvesting gives investors a silver lining if they have realized losses
More financial advisors are helping their clients with Social Security. The decisions are a lot more complicated than whether to file earlier or later.
Financial services providers are uniquely positioned to change the conversation around literacy and address the elephant in the room: the "money talk" taboo.
Most advisors lack a formal plan to ensure that when they leave the business their practice will continue and clients will be taken care of.
Unless the inequitable lack of access to private markets is addressed, retirement savers will continue to be deprived of the ability to participate in high-growth business models and feel markets operate for the benefit of well-connected "insiders."
Today's volatile financial market is heightening investors' anxiety, in turn threatening retirement accounts and portfolios and depleting investor brain power. Here are 5 ways to get a handle on destructive stress.
The reality is that Social Security can be secured for future generations only by legislation passed by Congress to increase funding or change benefits. However, Social Security is not a hot-button issue for many millennials.
Whatever your hustle, one of your key responsibilities is to make sure your business has a solid financial foundation, especially around taxes. Here are five tips for business tax fitness.
The Wall Street firm is arming its financial advisor force with a platform through which they can manage all of their technology tools.
Scott Black, value investor and president of Delphi Management, discusses if value stocks are making a comeback.
Everyone wants to succeed and save for a secure retirement, but many of us keep — and even cultivate — bad money habits that will derail our financial future. Here are 9 bad habits to kick now.
Avoid buying investments that have risen too much, and when markets go down, don't sell investments that are not doing well. Why? Because we tend to overreact. Here's how to conduct yourself during anxiety-inducing market gyrations.
Large companies such as IBM, Microsoft and Facebook are investing heavily in the development of blockchain — a new, decentralized, digital-ledger technology that threatens their traditional business models.
Jason Ware of Albion Financial Group and Gene Munster of Loup Ventures discuss whether earnings reports can make or break tech stocks.
The new federal tax law ends deductions on some advisory fees, including those based on the value of assets under management. But the IRS has held that qualified retirement accounts can pay their own expenses.
The fall months are typically weak for muni bonds, and although this year has generally bucked seasonal trends, it looks that way again this year.
The future of financial planning will be radically different, thanks to new technology. Here's how firms large and small are already starting to test the waters with this technology.
A financial advisor in the Washington, D.C., area was convicted of bilking clients out of millions in a Ponzi scheme she sought to protect with voodoo spells. How to avoid linking your financial fate to a potential fraudster.
Rather than one final retirement, mini retirements are a series of intentional breaks throughout your career and require careful financial planning to make sense.
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 Boneparth is president of Bone Fide Wealth, a Manhattan-based wealth management firm focusing on millennials, young professionals and entrepreneurs.
In an era of rapid technological advances and demographic change, how do legacy companies adapt, innovate and evolve? CNBC Evolve features iconic global companies and executives who are embracing change and transforming for the future.
Invest in You: Ready. Set. Grow. is focused on improving Americans’ money knowledge of saving, spending and investing.
Automation, AI and machine learning will radically influence the relationship between employers and their workforce.
As Generation X and millennials inherit their baby boomer parents' assets amid the so-called Great Wealth Transfer, some will look to invest it in rental property to generate income.
If you're making life insurance and annuity recommendations in the Empire State, you'll soon be required to act in your client's best interest. What you should know about this new rule.
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.