Category: Advisors

How to get millennials and Gen Z thinking about retirement

The median amount American investors age 65 and up — those nearing or already in retirement — have saved up for their golden years is a mere $64,811, according to...

The top-ranked female portfolio managers in the US

“Anything that is international equities excludes the U.S.; therefore, it is much easier for those managers to outperform,” said Frank Talbot,...

6 key factors you should consider when picking funds

Start with the Securities and Exchange Commission and/or the state the fund is registered in, and check for all disclosures and any negative press that has occurred....

What you need to know about your employee stock purchase plan

The company you work for may let you purchase company stock at a discounted price. The formal name for this is an “employee stock purchase plan,” or ESPP....

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...