Financial Advisor Hub
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When preparing to file taxes, focus on what you know and can control. Don't worry about any changes to tax law until they actually occur. » Read More
By: Ilana Polyak
Hedge funds offer potential downside protection but come with a host of drawbacks that might make investors think twice about them. » Read More |
By: Simon Derrick
Insensitivity to world events has been common in markets over the past 14 years. Why have investors become indifferent to geopolitical risk? » Read More |
By: Mitch Goldberg, president of ClientFirst Strategy
Broad-based stock participation is better than reliance on mega-cap tech stocks. But it is lousy as a timing tool for when to rotate out. » Read More |
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Active investment performance has outpaced passive so far in 2017. Various factors suggest that it could stay out front for a few years.
Despite Jamie Dimon's recent comments, Bitcoin is far from being a worthless fraud. N.Y. Times reports.
Flood of initial bitcoin offerings is aimed at bypassing Google and Amazon, but skeptics fear a bubble, Financial Times reports.
Using a "less is more" framework, financial advisor Greg Brown narrowed down 10 simple rules for how to invest and build wealth.
Even if investors begin with small amounts of money, they can experience the benefits of investing early. And these benefits are powerful.
For most investors, putting together a simple portfolio of index funds is easy to construct, simple to manage and cheaper to pay for.
Warren Buffett's $9 billion Oncor 'stumble' reinforces core Buffett investing rules
As money flows out of active investing, once-closed funds are reopening. But that doesn’t make them a surefire bet.
Low costs, predictability and the overwhelming positive performance of the broad indexes have swayed many investors to indexing's corner.
Some of the biggest risks to retirement plans are not bad returns but lavish spending, divorce costs and unanticipated health-care expenses.
Roth IRAs are becoming more popular as savings vehicles but are still overlooked by many who might benefit from them the most.
Tapping retirement accounts should always be a last resort, as you will owe tax and penalties and reduce the possibility of market gains.
Many retirement plan sponsors don't realize they are fiduciaries, responsible for policy statements, selecting funds and education.
Volatility, global interdependence, emotional investing, inflation and low interest rates are ending traditional investment strategies.
Putting together a perfect set-it-and-forget-it portfolio has served financial advisor Christina Empedocles well over the last two decades.
Being a millionaire can seem like the entrance into an elite club. Others believe it's a magic number to reach to retire comfortably.
About Financial Advisors
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CNBC's Money Editor, overseeing the Financial Advisor Hub and personal finance. Follow him on Twitter @jimpavia.
Financial Advisors
When preparing taxes, focus on what you can control. Don't worry about any changes to tax law until they actually occur.
Hedge funds offer potential downside protection but come with drawbacks that might make investors think twice.
Insensitivity to events has been common in markets for 14 years. Why are investors indifferent to geopolitical risk?
