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Millennials with college loans may want to hold off on getting married to save on their taxes. Plus, tax savings for affluent families, and five smart tax moves your client can make in 2016.
January 21 -
The slide of steadfast high-yield bond funds has advisors and their clients wondering what comes next.
January 20 -
One planner sends an email saying: Stocks periodically go on sale because people panic.
January 20Mercer Advisors -
When stocks tumble, retirement investors are advised to check market fundamentals to determine whether the drop is temporary or signals a broader decline; Plus, nine money apps to keep your clients' retirement planning on track.
January 20 -
When market volatility rears its head, even the best of us find ourselves questioning our financial plans. So here are answers to these frequently asked questions to set your clients' mind at ease.
January 20 -
One contributor takes exception with the idea that many Americans are in trouble with their savings; Plus, clients should ignore calls to 'sell everything!'
January 18 -
Fund flows over the course of a number of years now have been pointing decidedly in favor of passive strategies, he says, be they index, mutual funds or ETFs.
January 17 -
The investing strategy Warren Buffett recommends to his wife when he dies could lead to high stress for other investors during volatile markets since it calls for a high allocation to stocks.
January 17 -
Four key points to keep in mind while handling a market downturn.
January 15 -
A study of liquid alt funds finds that most of them do not significantly reduce portfolios volatility.
January 15