The tax code imposes certain limits — and opportunities — for your retirement saving. » Read More
By: Lorie Konish
If you're eager to see what the bitcoin investing craze is all about, just remember this: Your money is not protected, and you will have to pay taxes. » Read More
By: Ryan Warwick, principal at Rathbone Warwick Investment Management
In an ideal world, your financial advisor and your CPA will work together to identify ways to reduce your tax bill in the current year and beyond. » Read More
Becoming too emotionally attached to investments can result in irrationally clinging to an asset longer than you should. Here are three ways an unrealistic view of your company stock can land you in financial hot water.
There are several sophisticated tax strategies that are viable when it comes to stock positions in your work retirement plan, including net unrealized appreciation. But there are critical things you need to know before using this type of strategy.
Just because you can now tap your college savings plan for private K–12 tuition doesn't mean you should. Douglas Boneparth, president of Bone Fide Wealth, explains why,
Examinations of returns since passive vehicles became widely available in 1976 show passive management's average is superior to speculative, active approaches.
Avani Ramnani of Francis Financial and CNBC's Bob Pisani join the "Power Lunch" team to discuss how millennials might want to start saving earlier.
There are two major factors you should consider when deciding whether or not to refinance your house: interest rates and home appreciation, said financial advisor Winnie Sun.
Deciding whether to use extra cash to pay down debt or build an emergency fund depends on several factors, from your employment situation to your tolerance threshold for debt stress.
Sen. Rob Portman, R-Ohio, and former Sen. Bob Kerrey, D-Neb., discuss the Protecting Taxpayers Act, a bipartisan proposal they say will enact commonsense reforms to help the IRS better serve American taxpayers and achieve its critical mission.
Understanding just what a fiduciary is can make a huge difference when it comes to choosing a financial advisor and deciding how they will manage your money.
Of the 16,084 portfolio managers tracked by Citywire globally, just 1,662 — or 10.3 percent — are women. In the U.S. that figure falls to 9 percent. Here are the top 20 female portfolio managers working in the States.
The risk of needing long-term care won't go away if you ignore it, said Marguerita M. Cheng, CEO of Blue Ocean Global Wealth. Here's how to begin preparing.
The combination of investments in your portfolio can actually be more important to achieving your goals than the specific investments selected.
Out of the thousands of options in the stock market, there are a small number of stocks destined to be large winners. Given this environment, there are 6 factors to consider that could result in selecting a fund manager/fund with exceptional returns.
Your employer may let you buy company stock at a discounted price. Here's how to factor this into your financial plan.
Today there are myriad ways to spend money automatically, especially online, but people can learn to use automation to help them become financially responsible as well.
Not many people understand how retirement investing works. Here are some commonly asked questions about retirement plans.
No, you should not use that home equity line of credit to fund your vacation to Bermuda. You also shouldn't use it to pay for the utilities.
The tax code imposes certain limits — and opportunities — for your retirement saving.
Stock investors face a tough challenge when choosing where to invest. Following this simple set of criteria can make the task much less stressful.
A fixed-income strategy is key for investors who are retired or are approaching retirement. This special report details the range of tools and strategies used to manage a fixed income portfolio.
The nexus of technology -- cloud, social, mobile and data -- are transforming user behaviors and creating new businesses.
The buzz on the trading floor