Financial Advisors - Saving and Spending

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  1. Most Americans Lack an Emergency Fund

    A recent study reveals that two-thirds of Americans can't come up with $1,000 for emergency expenses.
  2. California Readies State-Sponsored Retirement Plan

    California is aiming to be the next state to roll out a state-sponsored retirement plan.
  3. Finding Non-Callable Bonds No One Can Take Away

    Low interest rates have led to nearly $250 billion in bonds being called in, leaving investors in the lurch. How to find ...
  4. A Guide to Security Selection

    Security selection helps investors determine which financial securities are included in a specific portfolio, letting them ...
  5. College Tuition: 8 Mistakes Parents Should Avoid

    Here are 8 mistakes parents should avoid while saving for college tuition.
  6. Putting Your Money to Work for the Greater Good

    There are several ways to put your capital to work for social or charitable causes, while also facilitating moves that support ...
  7. Can You Become Rich Investing in Mutual Funds?

    Find out how you can use mutual fund investments to get rich, including which types of funds are best suited for rapid wealth ...
  8. When Multi-Factor ETFs Make Sense

    Multi-factor ETFs are a logical progression from single-factor smart beta ETFs. Here's when it makes sense to use them in ...
  9. Emerging Markets: What Advisors Should Tell Clients

    Is this the right time to invest clients’ money into emerging markets?
  10. Talking to Clients Who Think Stocks Are in a Bubble

    Here's what to tell clients who think that the market is in bubble territory.
  11. How Life Insurance Settlements Are Evolving

    The life insurance industry marches forward by offering more ways that consumers can access the death benefits in their policies. ...
  12. Income vs. Total Return: Withdrawals Reconsidered

    Here is what needs to be considered when deciding between an income or total return approach to withdrawals.
  13. Vanguard Preps to Enter Active ETF Arena

    Vanguard has filed with the SEC to launch actively-managed ETFs, a first for the index fund giant.
  14. Fidelity Readies Actively-Managed ETF Hybrid

    Fidelity has filed with the SEC to launch ETFs that provide active management in the same way as closed-end funds, but without ...
  15. LWBOX, SBLTX, LWCPX: 3 Top Legg Mason Fixed-Income Funds

    Discover the three best mutual funds administered and managed by Legg Mason and its subsidiaries that specialize in investing ...
  16. BRBPX, FCPEX, VSEQX, NMIAX: 4 Top Quant Mutual Funds

    Discover detailed analyses of the four best quantitatively driven mutual funds, and learn about their characteristics and ...
  17. Why Advisors Should Focus on Roth 401(k)s

    The use of Roth 401(k) plans is slowly rising which means advisors need to stay educated about the latest rules.
  18. Healthcare and the Election: What's at Stake

    When it comes to healthcare and its costs, financial advisors should educate their clients as to what could be at stake during ...
  19. Tips for Making Your Nest Egg Last Longer

    If you’re trying to figure out how to make your hard-earned nest egg last, there’s one piece of advice that stands above ...
  20. APGCX, ANAGX, ABTHX, AGDAX: Top AllianceBernstein Funds

    Discover the four best mutual funds administered and managed by AllianceBernstein that invest in fixed income securities ...
  21. Advisors: What the Election Means to Your Clients

    Voters in the upcoming presidential election don't view retirement security as a key issue, a new poll shows.
  22. What Does Stalled Consumer Sentiment Mean?

    Consumer confidence continues to remain low and it may take major changes in the economy before an optimistic outlook returns. ...
  23. ETFs: Are Investors Expecting Too Much from Them?

    The popularity of ETFs may give investors a false sense of security, which is why it is crucial to educate them on how they ...
  24. BALPX, BCMPX, MACPX: 3 BlackRock Funds Rated 5 Stars

    Discover three five-star Morningstar-rated mutual funds from BlackRock, the world's largest asset manager. Learn how expense ...
  25. TEGBX, FKTIX, FKBAX: Franklin Templeton Fixed Income Funds

    Learn about the four best mutual funds of Franklin Templeton Investments that invest in a wide variety of fixed-income and ...
  26. ATFAX, AEDYX, ALAYX: Invesco's 5 Stars Rated Funds

    Learn about the top three mutual funds administered and managed by Invesco Ltd. that have received a five-star overall rating ...
  27. Retirement Planning: Don't Do These 6 Things

    If you’re putting in the work to build your retirement, you should put in the work to protect it. Here are six mistakes to ...
  28. Will Popularity Be the Downfall of Smart Beta ETFs?

    Will the popularity of smart beta ETFs also be their downfall?
  29. BAMPX,MAHQX,MDNLX,BFRAX: Top BlackRock Funds for Retirement

    Learn how four top funds from BlackRock can be allocated to create a diversified retirement portfolio for generating lifetime ...
  30. DLHYX,MBCLX: MassMutual Funds Rated 5 Stars by Morningstar

    Learn about MassMutual, its track record since opening its doors in 1851 and the top two of its funds to consider with five-star ...
  31. AMBFX,ANWFX: American Funds Rated 5 Stars by Morningstar

    Learn about the top 2 mutual funds administered and managed by American Funds that have received five-star overall ratings ...
  32. How Retirees Should Think About Investing

    Older households are still rebuilding their assets in a post-recession environment. Learn how to think about the task during ...
  33. Tips for Boosting Your Retirement Income

    Here are some best practices on how to generate as much retirement income as possible.
  34. With Bond Yields So Low, Where Should Advisors Go?

    Historically low bond yields mean that it's harder than ever to find a safe source of returns. Here are a few alternatives.
  35. Smart Beta Pioneer Rob Arnott Issues a Warning

    Rob Arnott, one of the pioneers of smart beta, thinks the ballooning popularity of these funds creates a reasonable probability ...
  36. JSECX, OINCX, JMGFX: JPMorgan’s 5 Stars Funds by Morningstar

    Discover the top three mutual funds managed and administered by JPMorgan Chase & Company that have received four- or five-star ...
  37. Want to Be High-Earner? Avoid these College Majors

    Why these college majors might offer a poor chance of paying off those student loans sooner rather than later.
  38. America's Top CEOs and Their College Degrees

    You might expect all of America's top CEOs to have a business degree from an Ivy League school, but they hail from a variety ...
  39. 6 Signs You Are Addicted To Investing

    An addiction to trading can ruin your life and relationships. Not to mention the monetary costs. There are telltale signs ...
  40. How to Use Life Insurance to Manage Legacies

    These are some of the legacy-building ways that life insurance policies can be used.
  41. ANNPX: Top 3 Allianz Funds for Retirement Diversification

    Discover the top three Allianz funds for retirement diversification in 2016, with a summary of the portfolio's managers, ...
  42. VCSRX,VCSRX,VCHSX: Top 3 VALIC Funds for Retirement

    Learn about the VALIC fund family, its performance relative to its peers and the top three VALIC funds to consider for retirement ...
  43. GBIAX: Top 6 Nationwide Funds for Retirement Diversification

    Learn how easy it is to diversify your retirement portfolio using mutual funds from Nationwide. Discover which funds offer ...
  44. AFTEX: The 3 Best American Funds for the Income Seeker

    Learn about American Funds' mutual fund offerings, their past performance compared to peers and three American funds to consider ...
  45. 4 Funds Managed by MFS Investment Management

    Discover the top four mutual funds managed by MFS Investment Management that have long track records of returns and long ...
  46. Top Baron Capital Funds for Retirement

    Discover seven mutual funds from Baron Capital that provide excellent diversification to the growth-oriented portion of a ...
  47. Investing $100 a Month in Stocks for 30 Years

    Find out how you could potentially earn hundreds of thousands of dollars by just investing $100 a month in stocks during ...
  48. Top 3 PIMCO Funds for Retirement Diversification

    Explore analyses of the top three PIMCO funds for 2016 and learn how these funds can be used to create a diversified retirement ...
  49. How to Break the Paycheck-to-Paycheck Cycle

    Living paycheck-to-paycheck — which many high-income earners do — leaves little wiggle room for any unexpected expenses.
  50. Using Goldman Sachs Funds for Retirement Savings!

    Learn how to use Goldman Sachs mutual funds as tools for retirement savings diversification and receiving higher yields and ...
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