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With unemployment still high, baby boomer clients close to retirement need to rethink their emergency fund planning.

For every planner-ready client, there are 10 or more who need budgeting services first.

CE Quiz

Here are several lessons your clients can learn from pension funds about real estate investing.

A Closer Look at Non-Traded REITs Q&A With Stacy Chitty, Managing Partner of Blue Vault Partners

Some financial planners take a strategic approach to REITs while others use them tactically, with some seeking the best of both worlds.

Financial advisor Roderick Day has seen his share of government workers—some of whom are on financial services committees and others who actually write financial laws. But he notes that their lack of financial literacy, on a personal level, is astounding.

It's been a volatile ride punctuated by some setbacks along the way. But over the past two years, investors have seen U.S. equities advance with incredible strength.

While some experts say that clients need to brace for a market without the Fed's help by adding cash to their portfolios, others are worried that the rush for cash is already being overdone.

Since Fed Chairman Ben Bernanke has said that he will terminate the QE2 program in mid-June, what will become of the bull market that saw the S&P 500 nearly double from its 2009 lows?