Many people are unprepared to retire. The growing student loan debt balance in the country threatens to make things much worse. » Read More
By: Gabriel Garcia, managing director and head of relationship management at BNY Mellon’s Pershing Advisor Solutions
The $30 trillion wealth transfer is coming but will not happen neatly. When the boomers pass on their savings, it will be small, fragmented and drained. » Read More
In an environment where the 10-year U.S. Treasury bond yield can't hold 3 percent, the more than 6 percent average yield on emerging market debt is an attractive proposition.
By comparing the intensity, recovery and duration of corrections and bear markets and their impacts on investors, we can assess where risk-management efforts should focus.
Borrowing against your home can be a convenient way to access cash, but it also carries risk. If you're considering it, here are five things you need to know.
If you own a small business, you just might qualify for a 20 percent tax deduction. Here's the problem: A number of business owners are still uncertain as to whether they can take it.
Opportunities this year may await investors who can identify promising small companies laboring in relative obscurity.
Although most advisors and financiers warn against the volatile cryptocurrency market, Lex Sokolin of Autonomous Research thinks that's a big mistake.
People are pessimistic about their financial future, but when their later decades finally roll around, well, they're not so bad, according to new findings from Gallup.
If you name someone who your advisor can alert if they suspect something is amiss with your account, make sure the person can be trusted to act in your best interest.
SmartAsset has compiled a list of the top 10 U.S. cities attracting the most inbound retiree relocators for 2018.
The Tax Cuts and Jobs Act of 2017 didn't directly address defined-benefit retirement plans but did change tax deductions in ways advisors say make them more appealing.
Over the past five years, $629 billion in assets have flowed into passively managed bond funds and $206 billion has flowed into active funds.
Athletes' career earnings are compressed into a handful of years. So they must not only save but also invest wisely, all while navigating the minefield of people looking to take advantage of them.
Some retirees discover they no longer need or want an old policy. There are life-settlement investors who might be willing to buy it.
Leaving your estate plans undone can leave you susceptible to financial mishaps and even fraud. Here's where to start to get your financial house in order.
Young workers are poised to benefit from health savings accounts. Before you jump into a high-deductible health plan to take advantage of that HSA, here's what you need to know.
Before retirement, just half of Americans foresee a comfortable old age; after retirement, the share of people who report being comfortable swells to nearly 80 percent.
If you have student loans but still want to save for retirement, follow these strategies.
Many who change jobs transfer funds from a previous 401(k) into a new employer's plan, but there are other options.
With the Federal Reserve poised to raise rates, now is the time to rethink what you owe on outstanding balances.