Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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The Truth About 'Top Producer' Financial AdvisorsJust because a financial pro is a celebrated "top producer" doesn't mean they're not simply a skilled salesperson whose compensation is tied to selling products.
By David Bromelkamp
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7 Investing Secrets to Maximize Your WealthHere's what science reveals about the hidden emotions that drive financial behavior — and how you can use them to build lifelong security.
By Chris Taylor
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Is a Roth Conversion Just Not That Into You? How To Tell It's Not a MatchSometimes a Roth conversion isn't right for you — or at least not right now. A financial adviser explains what you should consider before getting involved.
By Katie Woloshin Corsetto
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How to Handle a Raise Without Buying a Life You Can't AffordGetting a raise is the perfect time to focus on building wealth, but only if you do these things before your "new" money vanishes into a shinier lifestyle.
By Anthony Martin
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How to Save Some Moola as the Insurance Market ShiftsNow tough home and auto insurance markets are finally seeing new competition and looser guidelines, you should start shopping for a less-expensive policy.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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Why a Rushed Gray Divorce Can Quietly Destroy Your RetirementWhen you're navigating a gray divorce, don't rush to split assets. A settlement that looks good on paper may contain losses you won't have time to recover from.
By Christopher Castellano
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The 60/40 Portfolio Is Flatlining: Alternatives Can Revive ItThe "alt-first" strategy swaps out bonds for high-end private investments that keep your wealth growing regardless of what the stock market does.
By Adam Bergman
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Finances Not Measuring Up? You Might Be Using the Wrong RulerIf you're feeling that your finances aren't where they should be, make sure you're using the right benchmarks to measure your progress.
By Ronnie Thompson
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Why Active ETFs Can Give Advisers and Clients the EdgeIn a crowded market, active ETFs stand out as a versatile solution, generating income and growth for clients, while retaining flexibility for advisers.
By Nicholas W. Puncer, CFA®, CFP®
