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EDITOR'S PICKS
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3 Questions to Ask a Financial Adviser
Who your adviser works for and how he's paid can make all the difference in the advice you get.
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7 mistakes to avoid in hiring a financial adviser
Many people get it all wrong when hiring a financial adviser, yet are still happy with the outcome. But you should try to avoid the common mistakes when you choose the person who will be the steward of your finances.
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Looking for a Tax Pro?
Some due diligence is required to find that special person you're willing to trust with your W-2s.
THE LATEST
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May 17, 2013Buying a Piece of Your Adviser
WSJ.comMillions of investors already invest with financial advisers. Now some are investing in them.With stocks and bonds near record highs, gold tumbling and cash earning zilch, a few investors have taken the bold step of either buying an ...
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May 17, 2013
Legalities; A Global Love Affair; Marriages among different nationalities are up, but so are the tax and estate issues.
WSJ.comLOVE HAS NO BORDERS, of course, which may help explain why it's not just the economy that's gone global. To hear estate and tax planners talk, cross-border marriages are skyrocketing—along with a host of international estate and ...
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May 13, 2013
These financial advisers needed advisers; Study: They reacted to 2008 crisis similarly to individual investors
MarketWatchSo now we know that “shellshocked” was an appropriate description for how investors felt when the financial crisis of 2008 made their portfolios implode.
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May 10, 2013
How to haggle down your medical bills; Consumers are finding creative ways to avoid health-care debt
MarketWatchPatients come to Linda Adler when their medical bills start piling up and they can’t pay them. She’s not a doctor or a financial adviser, but an expert at negotiating for reduced bills, extended payment plans, and delayed bill due dates.
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May 9, 2013
93% of financial advisers had PTSD after 2008; Study finds emotional fallout had lasting impact on decision making
MarketWatchFinancial advisers were shellshocked in the months and perhaps years following the 2008 financial crisis. Many couldn’t sleep, they suffered bouts of anxiety and depression and self-doubt. In fact, according to just-published academic ...
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May 3, 2013Risky Business: The Quiz That Could Steer You Wrong
WSJ.comWith the stock and bond markets butting up against record highs, and volatility not far from all-time lows, that little red devil on your shoulder is whispering in your ear that it's safe to take more risk again.
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April 29, 2013Expecting the Unexpected When It Comes to Retirement Planning
WSJ.comAdd one more item to the bucket list—this time at the urging of some financial advisers.The latest research underscores the importance of putting retirement assets in the right places. One strategy: an "emergency bucket" to cover unexpected ...
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April 25, 2013
Is investors’ favorite strategy doomed to fail? Why the 60/40 asset allocation model may no longer work
MarketWatchOne of the most time-honored strategies in investing may have finally run its course.Generations of investors and financial advisers have relied on the so-called 60-40 asset allocation model, which calls for a portfolio with 60% invested in ...
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April 20, 2013Snapping Up Real Estate
WSJ.comInvesting directly in property can be an attractive alternative to low-yielding bonds but isn't for everyone. Investors should know the real-estate market, be wary of what can go wrong and, because properties can be illiquid, have plenty of ...
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April 16, 2013
Don’t bother calling your accountant today; On April 16th, most CPAs take a holiday.
MarketWatchWant to amend something on your just-filed tax return? You may have to wait until at least April 17.In the tax-preparation world, April 16 has gained fame as the unofficial “accountant holiday” — a much-needed respite following weeks of ...
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April 14, 2013
Big 401(k) Mistakes … and How You Can Avoid Them
WSJ.comWhat you don't know about your 401(k) could hurt you.Millions of Americans are counting on their 401(k) to fund their golden years. But financial advisers say some people may be making mistakes with their 401(k)s that could hurt them now ...
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April 11, 2013
What you don’t know can cost you; Commentary: You’re not as financially literate as you think
MarketWatchThe problem with National Financial Literacy Month is that 30 days isn’t enough time to become knowledgeable about finances.Ask financial advisers, and they will say people can start down the road to financial know-how in a matter of ...
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April 1, 2013
10 things financial advisers won’t say; Pros will tell you where to put your money, but often at a steep price
MarketWatch1. “We’re your biggest advocate, except when we’re not.”A consumer who seeks help from one of the nation’s 300,000-plus financial advisers is probably hoping to find (what else?) financial advice. Seems straightforward enough. But like ...
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March 19, 2013What You Can Do to Steer Clear of a 'Custody' Battle
WSJ.comFirst, it was money-market funds that lost their aura of invulnerability, then auction-rate securities. Could the ultimate assurance of investment safety also be shaken?
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March 10, 2013
'Nanny Tax' Offenders Get a Break
WSJ.comEmploying a nanny or other household workers can open a can of worms with the Internal Revenue Service, but the agency wants to make it easier for people who mishandle taxes for their hired help to put things right.
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March 8, 2013The Intelligent Investor; Norway: The New Yale? Wealthy investors are embracing the Yale model of 'alternative investments.' But there may be a better strategy.
WSJ.comUNLESS YOU'VE somehow kept your wealth a secret, your financial adviser has probably already urged you to "add alternatives" to your portfolio, or simply "invest like Yale." But here's a comeback to use next time this topic comes up: Tell ...
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March 8, 2013
The Best Tweets for Your Money
WSJ.comTwitter has become an increasingly popular way to share news and analysis. But, for the most part, financial advisers were generally hesitant to step into the popular social network---until now. According to FTI Consulting, nearly 40% of ...
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March 2, 2013
Filing your taxes? 7 things to check first; You’re responsible for what’s in it — whether you prepare it or not
MarketWatchIf you’re not checking your tax return before it gets sent to the IRS, you could be in for some nasty surprises.Did you find a tax pro who swears she can get you better refunds than anyone else in the world? Do all her clients get great ...
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February 26, 2013
Financial advisers’ new conflict of interest? Credit cards, mortgages, and loans now a lucrative side business
MarketWatchWall Street’s army of financial advisers has long told clients which stocks, bonds and mutual funds to buy. Now many of those pros are adding mortgages to their pitch list.
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February 17, 2013
A New Prescription for Taxes
WSJ.comThis year, several important tax changes tied to the federal health overhaul will start affecting consumers—including new limits on medical deductions and higher tax rates for some higher-income taxpayers.
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3 Questions to Ask a Financial Adviser
Who your adviser works for and how he's paid can make all the difference.
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How to Find a Good Financial Adviser
Ask the right questions before you hand over your money
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How to Find a CPA
All tax preparers must be registered with the IRS, but they're not all created equal.
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How to Avoid Mistakes in Hiring a Financial Adviser
Try to steer clear of these 7 critical errors.
