The Wall Street firm is arming its financial advisor force with a platform through which they can manage all of their technology tools. » Read More
By: Marguerita Cheng
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. » Read More
By: Michael Liersch, global head of goals-based advice/strategy at J.P. Morgan Private Bank
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. » Read More
By: Eric C. Jansen, president and chief investment officer of Finivi
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. » Read More
Last year, investors in local currency emerging market debt benefited as the MSCI EM currency index rose 3.5 percent against the dollar. This year, it's reversed and with a risk-off mentality in global markets, local currency returns are negative.
In order to build a lasting business, you need to commit all of your time and be selective about your to-do list, one founder says.
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.
A growing number of older adults expect to continue punching in at the office well after they've hit 65. That could have some impact on your Medicare planning. Here's what you should know.
If you want to invest based on your ethics, there's a way to do that. Say hello to sustainable investing. Here's how you can get started.
Retirees who love beach life and high culture can get both in these five foreign cities.
Don't know much about investing? A target-date fund is easier, but you still need to do some homework.
As the economy strengthens and the U.S. equity market hovers at near-record levels, investors are faced with a conundrum: Should they take some equity risk off the table to avoid a pullback? Or should they stay fully invested and ride the wave?
Both high-yield bonds and leveraged loans are priced to near perfection, with credit spreads still hovering at historic lows. They are a bet on the U.S. economy and that it will be another year or two before the cycle turns.
If your broker switches firms, you don't immediately need to decide what to do with your investments, says Barry Glassman, founder and president of Glassman Wealth Services.
Americans aren't saving enough for retirement. The powers that be in Washington must take action to prevent the retirement crisis from getting even worse.
As the open-enrollment period begins, take a closer look at all of the health and personal insurance benefits your employer offers, and consider which ones make sense for you and your family.
The Wall Street firm is arming its financial advisor force with a platform through which they can manage all of their technology tools.
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.