Financial Advisers

Why the Fiduciary Rule for Retirement Savers Is Here to Stay
retirement

Why the Fiduciary Rule for Retirement Savers Is Here to Stay

No matter what Trump does, big financial firms have already made the transition.
March 22, 2017
How to Pick a Financial Planner
credit & debt

How to Pick a Financial Planner

Candidates aren't hard to come by. Here's how to find the right one for you.
December 19, 2016
Forget the Fiduciary Rule
Financial Planning

Forget the Fiduciary Rule

But there still will be ways investors can require their advisers to put their interests first.
November 18, 2016
7 Best Online Brokers for Investors
Financial Planning

7 Best Online Brokers for Investors

Investors can pocket a few hundred bucks just by opening an account with an online broker these days.
October 6, 2016
5 Steps to Establishing Your Financial Plan With an Adviser
Financial Planning

5 Steps to Establishing Your Financial Plan With an Adviser

Be sure to ask about fees, get a signed copy of a fiduciary oath and communicate your personal goals.
August 22, 2016
How to Find the Right Financial Adviser for You and Your Money
Financial Planning

How to Find the Right Financial Adviser for You and Your Money

Financial advisers come in a confusing array of professional designations, with different fee structures and areas of expertise.
June 28, 2016
Your Rights and Protections When Working With a Financial Adviser
Financial Planning

Your Rights and Protections When Working With a Financial Adviser

You can file complaints against financial advisers with government agencies or industry watchdogs.
June 22, 2016
How to Pick a Financial Adviser
Financial Planning

How to Pick a Financial Adviser

We tell you all you need to know to find the perfect match.
June 21, 2016
What the Government's New Financial-Adviser Rule Means to You
Financial Planning

What the Government's New Financial-Adviser Rule Means to You

The Department of Labor aims to keep bad investments out of your retirement accounts.
April 7, 2016
3 Reasons You Might Get Audited by the IRS
taxes

3 Reasons You Might Get Audited by the IRS

Odds of a tax audit are actually quite low, but some things can raise them.
December 15, 2015
5 Reasons Financial Planners Should Lead With Philanthropy
Financial Planning

5 Reasons Financial Planners Should Lead With Philanthropy

Advisers can help clients both feel good and be more successful—a powerful combination.
November 10, 2015
Trouble for Pimco Total Return Active ETF?
investing

Trouble for Pimco Total Return Active ETF?

A federal inquiry about pricing strategies is the latest bad news at the bond giant.
October 5, 2015
BlackRock Investment Strategist: Modest Gains, More Volatility for Stocks
Markets

BlackRock Investment Strategist: Modest Gains, More Volatility for Stocks

Look for opportunities overseas, as well as in U.S.-based "old tech" and energy companies.
May 15, 2015
3 Smart Ways to Protect Your Stock-Market Gains
investing

3 Smart Ways to Protect Your Stock-Market Gains

Worried about a correction—or worse? Following these strategies will let you sleep better.
May 5, 2015
5 Stocks for Riding the Coming China Tourism Boom
Foreign Stocks & Emerging Markets

5 Stocks for Riding the Coming China Tourism Boom

A growing number of Chinese people are traveling abroad, and more tourists are visiting China. That spells opportunity.
April 21, 2015
5 Steps to Hiring a Tax Pro
taxes

5 Steps to Hiring a Tax Pro

Need professional help with your return? Here's how to find the right person for the job.
January 12, 2015
Finding a Financial Planner Who's Right for You
credit & debt

Finding a Financial Planner Who's Right for You

One of the new paradigms is that you, the investor, should be in charge. But that doesn't mean you want a yes man.
September 16, 2014
Time-Tested Advice for Long-Term Investors
investing

Time-Tested Advice for Long-Term Investors

Learn from the Kahns, ultra-patient (and successful) value investors who often hold stocks for 20 years.
July 31, 2014
Best of the Online Investment Advisers
Financial Planning

Best of the Online Investment Advisers

Getting good investment advice doesn't require millions in the bank anymore.
June 10, 2014
Morgan Stanley's Midyear Advice to Clients: Lean Toward Stocks, Cash
investing

Morgan Stanley's Midyear Advice to Clients: Lean Toward Stocks, Cash

Keep your eyes on the second half, when the market will demand improved economic growth and earnings to keep rising.
May 30, 2013
Sell in May -- Market Timing That Works
investing

Sell in May -- Market Timing That Works

The calendar is just one reason to be cautious about the stock market in the coming months.
April 17, 2013
6 Things You Must Know About Financial Planners
Financial Planning

6 Things You Must Know About Financial Planners

Picking an adviser is like choosing a mate. Find the right match.
April 10, 2013
Jump-Start Your Retirement Plan Days, 2013
retirement

Jump-Start Your Retirement Plan Days, 2013

NAPFA planners answered your most pressing financial and retirement questions for FREE on February 7 and February 12. You can read transcripts of the …
February 12, 2013
Countdown to Retirement: How an Adviser Can Help You Plan
retirement

Countdown to Retirement: How an Adviser Can Help You Plan

Getting answers to these key questions will boost your odds of a secure future.
February 4, 2013
When to Replace Your Financial Adviser
Financial Planning

When to Replace Your Financial Adviser

If you’re paying a lot and getting too little, move on.
January 16, 2013
6 Essential Documents for Alzheimer's
Financial Planning for Alzheimer's

6 Essential Documents for Alzheimer's

Prepare these documents, and update older ones, while you still have the decision-making capacity to do so.
January 9, 2013