In|Vest West 2018 Direct

Morningstar finds that active managers have left a lot to be desired.

Clients are advised to minimize spending and tap possible sources of cash and credit, including their tax refund.

Tim Ryan is U.S. chair and senior partner of PwC. Previously, he served as vice chair responsible for the firm’s strategy and stakeholder relationships including investor relations, regulatory affairs, public policy, corporate responsibility and human capital. With nearly three decades of diversified experience serving clients in the financial services industry in the U.S. and internationally, he also previously led PwC's Assurance practice and before that, led PwC's U.S. Financial Services practice and PwC's Consumer Finance Group. In 2017, he worked with a group of CEOs to launch The CEO Action for Diversity & Inclusion — the largest ever CEO-driven business commitment to advance diversity and inclusion in the workplace.

We've had many chances to learn, from the dot-com bust to the 2008 financial crisis. But the storm is perhaps most applicable to our current situation.

Dianne Descoteaux is compliance director at Cipperman Compliance Services, based in Wayne, Pennsylvania

Bear markets come with checklists of savvy moves to make for investment portfolios.

The advisor had been previously arrested at the airport prior to boarding a flight.

As a longtime proponent of flat fees, I see a lot of pain ahead for firms that rely solely on assets under management.

Al Anderson, CPA, is the president and founder of Accountability Plus LLC, and Corey Schmidt, CPA, is manager of audit innovation.