financial planners

Dear Mom and Dad: Are Your Finances Ready for Retirement?

Dear Mom and Dad: Are Your Finances Ready for Retirement?

The need to discuss your parents’ futures with them, especially before a potential crisis or inciting event, is true for everyone.
Dear Mom and Dad: Are Your Finances Ready for Retirement?

Dear Mom and Dad: Are Your Finances Ready for Retirement?

The need to discuss your parents’ futures with them, especially before a potential crisis or inciting event, is true for everyone.
The Young Person’s Guide to Investing

The Young Person’s Guide to Investing

Narrowing down all the options and figuring out where to turn can be paralyzing. We’ve got you covered.

Now, Try Slicing the Stock Market Into Equal Pieces

Index fund investing is already immensely popular. But is it time to consider funds that construct indexes differently?
Yes, You Can Get Free Trading. But There’s Often a Catch.

Yes, You Can Get Free Trading. But There’s Often a Catch.

A price war has driven the cost of some stock trades to zero. But brokerages have to make money somehow, and here are some of the ways.
How to (Gently) Help Your Aging Parents Manage Their Money

How to (Gently) Help Your Aging Parents Manage Their Money

Helping with their finances before a crisis erupts is a smart move, but a tricky one. Experts suggest some strategies that work.
Tips to Ease Family Inheritance Tensions

Tips to Ease Family Inheritance Tensions

Wealth coaches and financial advisers talk about how to avoid some uncomfortable situations.
As the Economy Slows, Which Investment Strategy Is Right for You?

As the Economy Slows, Which Investment Strategy Is Right for You?

The endowment model and the 60/40 split offer different risks and returns. Investors should examine the pros and cons before embracing either strategy.

Fund Managers Try Financial Planning as Indexing Cuts Profit

Fund providers are bolstering their own income by offering financial planning services to advisers and individual investors, for a fee, of course.
Wealth Advisory Firms Are Merging, but What’s in It for Clients?

Wealth Advisory Firms Are Merging, but What’s in It for Clients?

The answer may depend on how much money the wealthy have to invest, experts say. Either way, a change in ownership may bring changes in how clients’ money is managed.
Andrew Luck Walked Away From $58 Million, but That’s Not Necessarily Bad

Andrew Luck Walked Away From $58 Million, but That’s Not Necessarily Bad

Professional athletes may have big paychecks for a few years, but what happens when their careers end? Some plan for that day better than others.
Andrew Luck Walked Away From $58 Million, but That’s Not Necessarily Bad

Andrew Luck Walked Away From $58 Million, but That’s Not Necessarily Bad

Professional athletes may have big paychecks for a few years, but what happens when their careers end? Some plan for that day better than others.
Your Best Tips for Managing the Family Money

Your Best Tips for Managing the Family Money

We asked you for tips on how you handle the household finances. Here are your best replies.
S.E.C. Adopts New Broker Rules That Consumer Advocates Say Are Toothless

S.E.C. Adopts New Broker Rules That Consumer Advocates Say Are Toothless

The commission said it was tightening standards. The advocates said the move would give customers a false sense of security.
5 Pieces of Advice From John Bogle

5 Pieces of Advice From John Bogle

John C. Bogle became a pioneer of index funds for ordinary investors.