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• How to financially prepare for the next disaster scenario

  2:36 PM ET Mon, 8 Oct 2018

  Follow these disaster preparedness tips regarding insurance and an emergency fund to be better prepared to maintain financial confidence after a disaster.

• With assets, risk matters, but it is really all about location, location, location

  12:54 PM ET Tue, 16 Oct 2018

  Many investors focus on how risky their investments should be but forget about asset location, says financial advisor Barry Glassman of Glassman Wealth Services. 

• Here are the top IPO stocks and risks to be wary of   

  3:10 PM ET Tue, 2 Oct 2018

  David Menlow, SecondaryRatings.com and IPO financial president, joins 'Power Lunch' to discuss the health of the IPO market and risks in the hot market.

• Understanding the 'don't put all your eggs in one basket' investing strategy

  8:56 AM ET Mon, 1 Oct 2018

  We know we are supposed to diversify our portfolios, but a lot of investors don't do it very well. Here are some of the most common diversification mistakes investors make.

• Here are two tax-friendly ways to donate money

  12:43 PM ET Thu, 21 March 2019

  Before you give cash to your favorite charity, there are a couple of strategies you might want to consider instead.

• 4 investing mistakes to avoid

  9:59 AM ET Tue, 25 Sept 2018

  Many people start investing with little education about markets and learn the hard way: by losing money. Avoid these four common investing mistakes.

• The new tax code changes retirement saving 

  12:16 PM ET Wed, 19 Sept 2018

  The tax code imposes certain limits — and opportunities — for your retirement saving. 

• 5 criteria to consider when selecting stocks

  8:55 AM ET Tue, 18 Sept 2018

  Stock investors face a tough challenge when choosing where to invest. Following this simple set of criteria can make the task much less stressful.

• Watch out for these risks when investing in bitcoin

  8:29 AM ET Wed, 12 Sept 2018

  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.

• How a tax-efficient financial advisor can help you

  9:08 AM ET Tue, 11 Sept 2018

  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. 

• 3 signs you are too attached to your employer's stock

  7:53 AM ET Mon, 10 Sept 2018

  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.

• How to cut your tax bill when dipping into your 401(k)

  8:56 AM ET Mon, 10 Sept 2018

  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.

• What the new tax law means for your college savings plan

  9:24 AM ET Wed, 5 Sept 2018

  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, 

• Passive, evidence-based investing wins over speculating every time

  7:56 AM ET Tue, 4 Sept 2018

  Examinations of returns since passive vehicles became widely available in 1976 show passive management's average is superior to speculative, active approaches.

• Never too early: How to get millennials, Gen Z thinking about retirement saving

  9:26 AM ET Thu, 30 Aug 2018

  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.  

• Want to refinance your house? Keep these two points in mind

  11:47 AM ET Wed, 29 Aug 2018

  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.