Category: Advisors

Save more for retirement by saying hello to your future self

tommasolizzul | iStock | Getty Images The number of Americans prepared to meet their basic expenses in retirement has drastically declined in the last 20 years,...

5 tips for advisors to consider before the stretch IRA dies out

Blend Images – Hill Street Studios | Brand X Pictures | Getty Images A bill that will do away with a tax-planning strategy for inherited individual retirement...

Here’s why advisors may urge retirees to load up on equities

Slocan Lake, BC Ira T. Nicolai | Stone | Getty Images It’s not every day that you’d tell a retiring client to ratchet up their stock exposure, but if she has...

Advisors down on crypto but give cannabis stocks a thumbs up: survey

Jose Luis Pelaez | Iconica | Getty Images Cryptocurrencies are out and cannabis stocks are in, according to the latest investing trends survey by the Financial Planning...

Retirement saving improves when workers get help with financial life

Workers who get advice on all money matters impacting their lives do a better job saving specifically for retirement, a new report suggests. Among more than 2,400...

Climate change can pose big risks to real estate investments

Climate change could dramatically alter the value of real estate investments. And that goes for real estate investment trusts, companies that own income-producing real...

Financial advisors are more stressed out than their clients: Study

Paul Bradbury | OJO Images | Getty Images Investing can be stressful. Anyone holding stocks and bonds through the 2008 financial crisis knows that all too well. For the...

Here’s why Sens. Schumer and Sanders are wrong on stock buybacks

Sen. Bernie Sanders (L) (I-Vermont) and Sen. Chuck Schumer (R) (D-New York). Win McNamee | Getty Images News | Getty Images In an op-ed in The New York Times on...

Socially responsible investing is hot with no signs of cooling off

republica | E+ | Getty Images Socially responsible investing has exploded across the globe and interest in it has never been higher. But there is a real chance the...

Want to go green and get a Tesla Model 3? What you need to know first

Tesla Model 3 Silas Stein | picture alliance | Getty Images If you’re thinking of switching to an electric vehicle, chances are that you have considered a Tesla....