Lower-cost ETFs are enjoying record inflows and increased popularity as a vehicle for higher yields and downside protection in a bond bear market.» Read More
Converting traditional IRA or 401(k) savings to Roth IRAs burdens people who plan to retire in no-income-tax states with unnecessary state taxes.
Advisors and analysts say a recovering economy, and the Fed's taper and zero-interest-rate policy, could complicate investment planning in 2014.
Financial advisors list rebalancing portfolios in a bull market, rising interest rates and government gridlock as top concerns for investors in 2014.
If you're lucky enough to hit the jackpot, the right financial planner can help you avoid mistakes that have bankrupted other winners.
A 401(k) plan is the main source of retirement for many workers and yet plans are often ignored and not reviewed.
Before surrendering an annuity, investors need to make sure they understand the consequences of these complex investment products.
Investors are turning hobbies and interests into cash. From art and comics to racehorses and wine, here’s a look at some popular alternative assets.
Many investor clients of financial advisors are clueless or unaware of hidden fees or non-transparent fees they pay as part of investment management.
Complex, scary and off-putting to investors, alternative investments are increasingly being used by financial advisors in sound investment portfolios
With public and private pension plans complex and underfunded and people living longer, reevaluate pensions as part of retirement planning at year-end
Getting a handle on weekly cash flow will likely have more of an impact on someone’s life than any other aspect of personal financial planning.
Whether it's money you were banking on or a pleasant surprise, an inheritance is a gift that should not be frittered away. Here are ways to make the most of a bequest.
When young adults are starting to build a financial plan for their life, one of the hardest things to figure out is what to ask a financial advisor.
'Tis the spending season: Certified financial planner Brittney Castro offers five tips on how to save on those budget-busting annual holiday expenses.
Because pre-retiree investors are accustomed to years of overspending, many may not be able to entirely curb those habits as they enter retirement.
No one likes the topics, but not dealing with the financial consequences of death and disability could mean unnecessary hardship.
Art and antiques investing is viewed as a hedge against stock market volatility. But this strategy comes with its own risks and expenses.
How can you make sure you have enough money to retire? For boomers in their 50s and 60s that's their main question. Top advisors have the answers.
Retirees cannot go on autopilot. Post-retirement financial planning is key to making your savings last in the golden years.
While there are pros and cons to annuities, some experts say they have their place because they act as insurance policies that protect retirees.
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Vodka magnate Yuri Scheffler, visiting in New York, says he feels sorry for Ukraine. "There is only one law in Russia, and it's called 'Putin.'"
A new survey of wealthy women shows startling difference between where men and women say there fortune came from.
A rare, 1937 French Roadster sold for $6.6 million over the weekend, proving that rich car collectors are still spending.