While I can understand that a financial advisor’s life is private, is there a “proper way” to ask your advisor to invest your money in the same things he or she invests in? My feeling is that either ...

Because of our income bracket – we make over $350,000 per year – we cannot contribute to a Roth anymore. We're 61 and 62, and planning to work until at least 67. Do we qualify to convert our 401(k)s ...

Can one individual or organization cover my complete spectrum of financial concerns, including investment diversification and ...

Dziubinski: Now, a few weeks ago, you and I sat down and talked about the rise of active equity ETFs, but we’ve also seen active bond ETFs coming to market. So have the active bond ETFs gained ...

Direct indexing is a strategy that helps you manage your taxes through investing in separate accounts. Because of the rise in passive investing and lower minimum investments for fractional shares, ...

Triskaidekaphobia — the fear of the number 13 — has endured for centuries. Though the origins of this popular belief are uncertain, the effects can be seen to this day. Ever notice how some hotels ...

I recently attended a retirement seminar at a local community college where the instructor talked about potentially higher tax rates in retirement due to the new RMD age. I have been under the ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor firms to help retirees select a firm that could best connect them with a ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

Advisors spend a lot of time selecting and managing their technology tools to deliver for their clients. But clients don't hire advisors for their tech; they hire them for their financial expertise — ...