BOSTON (MarketWatch) — I have given countless talks over the past 15 years to groups of people interested in hiring financial advisers or working better with the helpers they have, and I typically poll my audience to learn about their ...
Jane Nowak is a financial planner at Atlanta-based firm Kring Financial Management. Women come into the investment arena at a disadvantage for a litany of reasons: They make lower wages than their male counterparts, take time off for family, ...
You don't need a high net worth or complicated investments to create a financial plan. There are a crop of new resources that let you get financial-planning services on the cheap. For a flat or hourly fee, a certified financial planner can ...
SAN FRANCISCO (MarketWatch) — Annuities come in many styles, but they share a common trait: The mere mention of them brings worried frowns to financial planners. That's because many of these investment-cum-insurance products come with steep ...
BOSTON (MarketWatch) — Investors say investment performance is not what drives them to work with a financial adviser. But when performance sours, the investing results — supposedly a secondary factor in the hiring decision — typically lead ...
SAN FRANCISCO (MarketWatch)—Investors are reeling from Europe’s deepening economic crisis, but they may soon find themselves battered closer to home as the U.S. economy closes in on another debt-ceiling debate and teeters toward the edge of ...
BOSTON (MarketWatch)—Somewhere along the way, your adviser or brokerage firm asked you to fill out what’s called a risk-tolerance questionnaire, presumably before you invested a dime in this or that bond, ETF, mutual fund or stock such as, ...
Everything can be done faster and cheaper online. At least that is what most people under 35 seem to think. But is that the case when it comes to taking charge of one's finances?
For financial advisers who have clients in the U.S. military, the relationship poses some unique challenges—among them, specialized job benefits and the occasional conversation that gets interrupted by mortar fire.
For U.S. troops returning from overseas, personal-finance issues can be a sobering part of homecoming. Nearly 150,000 service members returned from Iraq and Afghanistan last year, and 35,000 more came home from Afghanistan in the first two ...
Lured by ultralow interest rates and a recovering stock market, investors have rediscovered a risky investing tool: the margin loan. Margin accounts, which allow investors to borrow against the value of the securities in their brokerage ...
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