Shelly Schwartz is a CNBC contributor who specializes in personal finance and retirement coverage.
Shelly Schwartz is a CNBC contributor who specializes in personal finance and retirement coverage.
Niche funds, riskier but potentially outperforming traditional ETFs, let investors tilt for more income, tax efficiency or rate protection.
A new survey shows the number of states requiring high school students to take a course in economics has dropped over the last two years.
For those willing to pay a premium, SMAs can deliver the kind of personalized money management once reserved for institutional investors.
The on-demand consumer is now empowered with price-comparison apps that offer everything—from price drops alerts to retail trends.
As college costs soar, it's important for students to file FAFSA forms quickly and correctly to maximize public and private tuition aid.
Many workers use annual open enrollment to tweak employee benefit options, but others let old selections ride - a big mistake, say advisors.
Before serving as executor of an estate, educate yourself on how much work is involved and assess whether you're able to handle the job.
A study by AARP and the FPA found a wide gap between consumer perceptions of Social Security and the reality that advisors preach.
Moving in retirement can have a major impact on living standards, target retirement dates and even the health of a marriage, say advisors.
Despite massive inflows into passive investments, managed mutual funds may have a place in the average investor's portfolio.
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