Financial Advisers

Your Rights and Protections When Working With a Financial Adviser
investing

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
investing

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
savings

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
savings

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
retirement

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
A New Strategy for Paying for Long-Term Care
insurance

A New Strategy for Paying for Long-Term Care

One option: Figure out how much you can afford to pay on your own and buy insurance to fill the gaps.
January 9, 2013
What Retirees Need to Know About 3 High-Cost Financial Products
retirement

What Retirees Need to Know About 3 High-Cost Financial Products

Retirees are being flooded with offers for high-cost financial products. Here's how to sort through the pile.
October 9, 2012
Take a Fresh Look at End of Life Plans
retirement

Take a Fresh Look at End of Life Plans

Changes in state laws and shifting practices of financial institutions and health care providers warrant a review of your advance-planning documents.
September 20, 2012
How the Self-Employed Can Save for Retirement
retirement

How the Self-Employed Can Save for Retirement

A SEP is easiest to set up, but a solo 401(k) might let you set aside more money.
September 14, 2012
Your Worst Money Problems Are All In Your Head
Spending

Your Worst Money Problems Are All In Your Head

Emotional baggage can sabotage your financial goals -- here's how to recognize it.
July 13, 2012
How to Find a Money Therapist
credit & debt

How to Find a Money Therapist

A financial therapist can help you overcome deep-rooted money hang-ups.
July 2, 2012