Financial Advisors - Saving and Spending

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  1. Long-Term Care Policies Are Falling Out Of Favor

    Americans are buying fewer long-term care insurance policies. In response to this trend, the LTC industry is offering new ...
  2. Top 3 Artisan Funds for Retirement Diversification in 2016

    Learn about Artisan Partners, its history of outperformance compared to its competitors and which three funds to consider ...
  3. How can I fund A Roth IRA if my income is too high to make direct contributions?

    Roth IRAs are not available to you if you are a high income earner – unless you use the following strategy.
  4. How Advisors Can Hang Onto Their Bottom Lines

    A new report reveals a handful of obstacles financial advisors are about to face and gives suggestions on how they can adapt. ...
  5. Top 10 Life Insurance Myths

    The most difficult aspect of this complex product is determining how much coverage you need and why.
  6. LABFX: Top Lord Abbett Funds for Retirement Diversification

    Learn how to diversify your retirement savings with five mutual funds from Lord Abbett that provide solid, stable returns ...
  7. What Does It Cost to Retire in the Philippines?

    Find out why the Philippines rates as one of the cheapest retirement spots in the world and why many choose to spend their ...
  8. HAIAX: Top 5 Wellington Funds for Retirement Diversification

    Discover the top five Wellington Management funds for retirement diversification in 2016, with a summary and performance ...
  9. FMAGX: Are the Most Popular Mutual Funds Your Best Bet?

    Learn about the dangers that come with investing in the most popular mutual funds and discover how investors can better fill ...
  10. Why Advisors Need to Offer ESG Strategies

    Advisors who ignore environmental, social and governance investing do so at their peril, particularly those who work with ...
  11. How to Pay Minimal Taxes on Retirement Assets

    Withdrawing and spending during retirement can be complicated. Here are some tips on how to manage the process in the most ...
  12. Crowdfunding: What Advisors and Clients Must Know

    Now even the most elementary investor can take a stake in a startup via a crowdfuding platform. Does that mean they should?
  13. Why Advisors Love This Non-Traded REIT

    A new type of non-traded REIT is attracting advisors and investors. This is a breakdown of the unique way in which the REIT ...
  14. Best Income Investments Other Than Dividend Stocks

    Besides dividend-paying stocks, there are a host of other income investments that can help diversify your portfolio and increase ...
  15. 3 Reasons You Should Understand Investing

    Everyone should learn a few investing basics, even if you plan to hire an investment professional.
  16. Helping Clients Avoid Retirement Landmines

    Your clients may hold well thought-out retirement plans, but things happen that can disrupt—or even derail—them. Know when ...
  17. Should Retirees Still Have Mortgages?

    Identify the pros and cons of keeping a mortgage into retirement, and understand in which situations it is beneficial not ...
  18. How to Advise Non-U.S. Citizens on Social Security

    Advising clients who are not U.S. citizens on Social Security is complex. Here is how you can successfully navigate this ...
  19. 6 Mistakes to Avoid When Buying a Home

    By avoiding these six pitfalls when purchasing a home, you will be in a much better position to make an educated choice before ...
  20. Ben Graham's Advice on Reading Financial Statements

    Seven pieces of advice from Benjamin Graham on understanding financial statements.
  21. What the Future Holds for ETFs

    The popular ETF market is maturing. Here’s a look at where it may be headed as the industry moves forward.
  22. THIFX, THOAX: Top 3 Mutual Funds From Thornburg

    Learn about the Thornburg family of mutual funds and the top three funds that you should consider for retirement diversification ...
  23. Advisors' Take on the Turbulent Earnings Season

    Is a market correction in the near future inevitable? Advisors who believe this to be talk through what they see as the best ...
  24. Act (Invest) Your Age

    It’s never too late to invest for retirement. Make the right decisions for where you're at.
  25. What Does an Ideal Retirement Portfolio Look Like?

    The "ideal" retirement portfolio can differ from one investor to another, but some themes hold true no matter what.
  26. Are ETFs Liquid Enough for a Bear Market Exodus?

    Are ETFs liquid enough for a mass exodus that could come with the next major market downturn?
  27. SBLGX,LMOPX: Overview of Top 4 Legg Mason Funds

    Discover how to diversify retirement savings using two broad-based Legg Mason Funds. Learn about two funds that can significantly ...
  28. Find a New Financial Advisor Who's Right for You

    It is a jolt when a long-time financial consultant leaves. Be sure not to make a snap decision.
  29. Is Now the Time for Convertible Bonds?

    Convertible bonds offer a competitive rate of return in what is a very tough market right now. Here's how they work.
  30. Why Utility Stocks Are No Longer a Safe Haven

    Utility stocks have been the best performing sector in the S&P 500 Index so far this year but many believe they are now overvalued. ...
  31. NEFSX: Top 5 Mutual Funds From Natixis

    Discover five mutual funds from Natixis Funds that provide high income, growth and preservation of capital while diversifying ...
  32. Rainfall in Ethiopia and Other Stock Market Advice

    No one knows how events will impact financial markets. So what investment advice should you focus on? Start by considering ...
  33. The 4% Withdrawal Rule: One Size Fits All?

    The 4% rule for retirement withdrawals has been a staple in financial planning for over 20 years, but no rule of thumb or ...
  34. Get This: Bonds Beat Stocks After All

    Data shows that long-term Treasury securities have actually outperformed the S&P 500 over the past 10 years.
  35. The Biggest Risks of Investing in Starbucks Stock (SBUX)

    Read about the primary risks facing stockholders or aspiring stockholders of Starbucks Corporation, including international ...
  36. What Your Clients Must Know About ETFs

    Like any investment, ETFs come with some fine print. Here is what advisors should reveal to their clients about these hugely ...
  37. Using 529 Plans to Save for College

    Paying for college is no easy feat. Here is a lowdown on 529 plans, the educational savings plans that help families set ...
  38. Why Clients Should Save More for Medical Expenses

    Here's how to approach clients to get them to save more toward medical expenses in retirement, which continue to grow.
  39. Why the Popularity of Liquid Alternatives Has Slowed

    Alternative liquid funds have experienced both fat and lean years. Time will tell whether they are able to adapt and become ...
  40. FPACX: Pacific Advisors's Top 3 Funds

    Learn about three mutual funds from First Pacific Advisors for including in a well-diversified retirement portfolio. Discover ...
  41. How the Same Sex Marriage Decision Changed Things

    Here's how the financial lives of LGBT couples have been greatly simplified since the legalization of same-sex marriage.
  42. What to Learn from Millennials’ Distrust of Banks

    An examination of why Millennials distrust traditional financial services firms can help financial advisors adapt their ways ...
  43. ABLE Accounts: An Overview

    ABLE accounts provide a new opportunity for clients and advisors to help those with special needs. Here’s what you need to ...
  44. 5 Areas Advisors Should Watch Post-Brexit

    These are the five areas advisors need to watch post-Brexit in order to protect clients.
  45. How to Protect Your Portfolio from Brexit Fallout

    Here are some ways to minimize the impact of Brexit on your portfolio.
  46. Investing Abroad? What to Tell Angry Clients

    Here's how to convince clients with overseas investments to stay the course despite Brexit.
  47. What is the size of the average retirement nest egg?

    Learn about the average nest egg for retiring Americans – and why you certainly do not want to be average when it comes to ...
  48. 7-Year Bull vs. Brexit: Bull Wins!

    While Brexit will most likely continue to roil the markets in the short term, it's unlikely it will cloud the future of the ...
  49. Going the ETF Route? What You Should Know

    ETFs have a number of advantages for investors who are saving for retirement. Here's a list of why that's so.
  50. Six Things Bad Financial Advisors Do

    So you've gone to the trouble and expense of hiring a financial advisor. Here's how to decide whether they're doing you right ...
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Hot Definitions
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