Cavan Images | Cavan | Getty Images Covid-19 prompted many women to leave the workforce. That’s because many women were forced to choose between working… Read More »As more women opt out of the workforce, here’s what we know about how that could affect their Social Security benefits
Image source: Eric Audras | ONOKY | Getty Images There appears to be a lack of understanding among investors about some of the fees they… Read More »Are you paying too much in investment fees? Many investors just don’t know, survey shows
In this article COIN Dado Ruvic | Reuters As older Americans worry about the size of their nest eggs, some may eye riskier assets, such… Read More »Facing a retirement shortfall? What to know before adding cryptocurrency to your portfolio
In this article MORN A_Carina | iStock | Getty Images Bonds are typically thought of as the safer part of an investors’ portfolio — a… Read More »Investors are worried about inflation. How bonds can help
andresr/Getty Images As demand surges for sustainable funds, it may be difficult for some consumers to identify what to add to their portfolios. Securities and… Read More »Values-based investing can be difficult to screen. Here’s what you need to know
Getty Images As the market soars and more older workers retire, those sitting on appreciated employer stock in their 401(k) plans may have an opportunity… Read More »Consider this move before rolling company stock from your 401(k)
Whether transitory or not, inflation has investors rattled. “Many clients have brought up inflation as a concern,” said Jimmy Lee, the CEO of Wealth Consulting… Read More »This investment option can provide protection against inflation
Virojt Changyencham | Moment | Getty Images Stocks took a steep dive on Monday amid fears that the coronavirus pandemic will be hard to pull… Read More »Do’s and don’ts during a stock market sell-off
Scott Olson | Getty Images Inflation surged more in June than it has in more than 10 years, and the news has investors worried. That’s… Read More »The best ways to invest when inflation takes off
10’000 Hours | DigitalVision | Getty Images Target-date funds have ballooned in popularity over the past 15 years — yet many investors aren’t using them… Read More »Many 401(k) investors don’t use target-date funds the right way
Pascal Broze | ONOKY | Getty Images Rising inflation has startled many retirees, who now worry about outliving their savings. The consumer price index for… Read More »Inflation concerns have many retirees worried about running out of money
Rolf Bruderer | Tetra images | Getty Images The greatest wealth transfer in history is underway, and taxes may take a bite from inheritances without… Read More »Are you prepared for tax impact of the $68 trillion great wealth transfer? Here are some options to reduce the bite
In this article MS Thomas Barwick When it comes to gender or racial diversity, the wealth management industry falls woefully short. Just about 23% of… Read More »Wealth management firms are doubling down on efforts to make their advisor ranks more diverse. Here are the strategies they’re using
Hero Images | Getty Images Many investors already know about the tax benefits of municipal bonds — also known as muni bonds or “munis.” Now… Read More »Muni bonds gain traction for climate and social change
Yuriko Nakao | Getty Images When it comes to investing in the new and highly volatile asset class of cryptocurrencies, most financial advisors have at… Read More »What’s the perfect amount to invest in cryptocurrencies? Financial advisors weigh in
In this article 9988-HK 9888-HK FISV Leon Cooperman on CNBC’s “Halftime Report.” Scott Mlyn | CNBC Billionaire investor Leon Cooperman said Tuesday that stock picking is… Read More »Leon Cooperman plans to stock pick his way to success, not expecting much more from overall market
LaylaBird There could be one more big bump in the road as the economy recovers from the Covid-19 pandemic: a market correction. Moody’s Analytics economist… Read More »A correction could be coming. Here’s how to protect your retirement portfolio from the dip
The Marriner S. Eccles Federal Reserve building in Washington. Stefani Reynolds/Bloomberg via Getty Images The Federal Reserve’s new forecasts on interest rates and inflation don’t… Read More »Financial advisors shrug off Fed’s inflation, interest rate forecasts
boonchai wedmakawand | Moment | Getty Images While it’s not guaranteed that taxes are going up for wealthy Americans, it does look likely. To help… Read More »Op-ed: Here’s how to position your portfolio today for higher taxes
Ariel Skelley | DigitalVision | Getty Many consider 529 college savings plans to be for education, but these accounts also offer a flexible way to… Read More »Those 529 college savings plans can be a flexible way to transfer wealth