Category: Advisors

You don’t have to be wealthy to put this estate plan into place

All states have a framework that dictates how your cash and belongings ought to be distributed when you die. These are known as intestacy laws. Generally, under these...

How to tell if your financial plan is wrong for you

If you’ve managed to pull together a strategy for your personal finances, odds are it’s not the right one for you. That’s because many financial plans fail to...

The demise of bitcoin has been greatly exaggerated 

Jack Guez | AFP | Getty Images Bitcoin is a borderless digital currency that eliminates the need for a bank. Therefore, understanding this concept hinges on conceiving...

Forget FAANG. Invest in these technology trends

If you’re looking for a sector that’s poised to grow, think technology. Certified financial planner Ted Jenkin, CEO of oXYGen Financial, predicts there will be...

Here’s the question you really want to ask your financial advisor  

If you’re working with a financial advisor, you want to make sure you have “the talk.” And that conversation should be around exactly how you are paying...

Robotics, automation will thrive under new trade tariffs 

A tariff is defined as a schedule of duties imposed by a government on imported or, in some countries, exported goods. In a world that is so interconnected, the impact...

Stressed about money? Here’s what to do about it

You should read your anxiety about money as a call to action, says certified financial planner Douglas Boneparth. “Money tends to be an emotional area of...

6 cognitive biases that can derail your portfolio

1. Overconfidence. Clients affected by this bias often overestimate the confidence level and the accuracy of their own judgment as greater than the objective accuracy of...

The lure of a 401(k) loan could mask its risks

If you don’t come up with the cash by the time your federal return is due, the loan morphs into an early distribution and is generally subject both to income taxes and...

Graduates need to focus on final paycheck, not just the first one

Drew Angerer | Getty Images Graduating students wait for the start of New York University’s commencement ceremony at Yankee Stadium, May 16, 2018 in the Bronx...