Ask an Advisor

When changing homes, is it ever possible to sell high and buy low? Or is profit not the point?

Series I bonds were such a good deal last year that one New York lawyer bought $20,000 worth of them. One year later, what, if anything, should he do?

A lawyer in New Jersey doesn't expect to get sued, but she knows it can happen to anyone. Would her nest egg be safer in a 401(k) or Roth IRA?

With bond prices plunging at the same time as stocks, can government securities still act as a hedge?

In today's interconnected economy, is there any way to hedge your bets? The experts weigh in.

A young New Yorker has invested in both American and international index funds. How much should he put into each?

By paying more now, a young homeowner could be done with his mortgage a few years early. But would it be worth it?

A financial planner's clients doubt they'll ever retire. How can he get them to save anyway?

After three banks collapsed, a New York teacher wonders if the wreckage could reach her nest egg. Should she be worried?

A young lawyer and his wife are planning to have some well-educated kids. How can they get financially ready?

A young lawyer in upstate New York wants to save in a Roth individual retirement account, but his salary is about to push him over the income limit. What should he do?

A video producer in New York has a new job and a new retirement plan. Can, and should, he consolidate his savings?

Three years into the pandemic, most financial advisors work at least partly from home. How has that changed their business?

Two newlyweds in New York share everything but their bank accounts. Are they missing out on financial benefits?

Annuities have been booming, but one investor has buyer's remorse. Can — and should — advisors talk her off the ledge?

A New York retiree is running out of options to pay for her sick mother's home care. Can advisors help her navigate the Medicaid maze?

Few topics in retirement are as polarizing as the "A" word. We asked advisors to weigh in.

For one financial planner, a client's behavior surfaces questions of marital trust and possibly a gambling addiction. Is it time for outside help?

A young engineer in Providence faces two choices for a lifetime of retirement saving. Advisors weigh in.

An anxious father with a disabled child considers the unthinkable: Withdrawing his entire retirement plan.