Wendy Connett

Wendy Connett

Wendy Connett has been a financial journalist and editor for more than 20 years. Her expertise includes wealth management, family offices, hedge funds, mutual funds, ETFs, DC and pension plans, compliance and regulation. She writes for a variety of financial publications and lives in New York City.

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  1. Professionals

    Helping Young Investors Avoid Financial Pitfalls

    Young investors are especially prone to financial mistakes. Here's what you can do to help them.
  2. Professionals

    Succession Tips for Advising Family Businesses

    While family businesses present great opportunity for financial advisors, advising them goes well beyond managing assets under management.
  3. Professionals

    Essential Questions for a Financial Advisor

    If you're a prospective financial advisor client (or an adviser), here are some questions you should ask ... and be prepared to answer.
  4. Professionals

    Preparing Your Clients for the Next Bear Market

    It has been almost six years since the last bear market, so it might be time for advisors to start preparing their clients for the inevitable downturn.
  5. Professionals

    Should Your Retiring Clients Pay Off A Mortgage?

    Should your retiring clients pay off their mortgages? It's more complicated than 'yes' or 'no,' so here's a quick guide.
  6. Professionals

    How To Get Clients To Save More For Retirement

    Americans aren’t saving enough for retirement. Here are some tips for financial advisors who must convince them to change their ways.
  7. Professionals

    Coming Soon: Private Equity In 401(k) Plans

    The day will soon come when private equity is commonly found among 401(k) plan investment options. Here's who's leading the charge and what to watch for.
  8. Mutual Funds & ETFs

    Eyeing Mexico? Look At These ETFs First

    Mexico is a popular destination for your investment dollars. Before you jump in consider these ETFs and their holdings.
  9. Stock Analysis

    Interested In Alibaba? Eye These ETFs

    Missed out on the Alibaba IPO? No problem. These ETFs offer investors easy access to the Chinese e-commerce giant.
  10. Economics

    China's One-Child Policy Explained

    A look at China's plan to control population growth and how it could change going forward.
  11. Economics

    A Look At China's Growing Influence On The World

    With the second-largest economy in the world, China has significant (and growing) influence on the global economy. But how is that impact figured?
  12. Economics

    Eyeing China? Consider These Economic Indicators

    If you're considering investing in China and want to know when to buy, sell, hold or stay away, consider these economic indicators.
  13. Investing Basics

    Thank You, Pimco: BlackRock Drops Bond-Fund Fees

    Blackrock has lowered its fees to snag money leaving Pimco's bond funds. But by how much and who's following suit? Read on.
  14. Retirement

    The Most Common Roth IRA Investments

    What types of investments are most likely to be found in a Roth IRA (and why)?
  15. Mutual Funds & ETFs

    Investing In New York City REITs

    So you want a bite of The Big Apple? These REITs focus on New York City real estate. Here's what you need to know.
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