Lynnley is a business journalist who previously worked for Bloomberg, The New York Times, Newsweek and The Boston Globe. She spent seven years in the 1990s in Russia, where she covered energy and commodities for Reuters in Moscow. A graduate of Princeton University, she is fluent in Russian. In a recent cover story, she examined how some
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A Nationwide survey suggests that a hefty chunk of America plans on working longer.
January 25 -
A brutal 2022 for fixed income, the worst year in many decades, took some shine off the decade-long track record of these exchange-traded bond funds.
January 24 -
The 2023 season just opened, but you should still plan now for next year.
January 24 -
A new study from YCharts shows which type of financial advisor is best at communicating with clients, along with investors' changing priorities.
January 18 -
Amid the end of pandemic credits and investment losses, filing a federal return this year has sobering moments.
January 17 -
Despite a down 2022, these funds were the best over the last decade.
January 15 -
Additionally, one in three adults with long-term nest eggs pulled out money for daily living costs, a U.S. News & World Report survey found
January 10 -
SECURE 2.0 fueled an expansion of the 'Cadillac' of nest eggs. Here's what you need to know.
January 10 -
Some household-name retailers got slammed. They weren't the only ones.
January 8 -
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From professional goals to personal objectives, it's time for a change.
January 2 -
Most investors had a lousy year, but these funds weathered markets jolted by significant economic and geopolitical turmoil.
December 30 -
Some funds lost more than 90% this year.
December 29 -
The package is aimed at boosting retirement security for most Americans, but several key provisions are useful for the affluent.
December 27 -
An academic paper challenges the entrenched message that America faces a retirement crisis.
December 20 -
Under the deal, Dynasty also swapped equity in itself for shares in some of its "network" RIAs.
December 16 -
Unlike stocks, digital currencies aren't hit by the wash-sale rule — a major opportunity to turn lemons into lemonade.
December 13 -
From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.
December 6 -
More tax savings means happier clients and potentially wealthier financial advisors.
December 1 -
With markets down so far this year and persistent inflation back, certain tax-saving moves can be particularly useful.
November 27
