A financial advisor for investing may help you develop and manage a portfolio based on your financial goals. They can provide guidance on diversification, risk exposure, and potential tax ...

Setting financial goals is a key part of planning for your future. Common examples of financial goals include building an emergency fund, saving for retirement, paying off debt and investing for ...

Investing in companies that pay high-quality, high-yielding dividends is the foundation of my strategy. I also invest in ETFs that generate income. Alternatives like private real estate and private ...

Over the long term, the stock market drifts higher, but it does so with many peaks and valleys. Some strategies, like buy-and-hold investing, take advantage of this long-term trend; others do not.

Neil Shah has been a non-profit CFO at various organizations for almost 20 years. He is currently the CFO at Achievement First. The partnership between chief financial officers (CFOs) and chief ...

For nearly six decades, professional football teams have strived to achieve the ultimate goal of becoming champions. Getting there is the culmination of months — even years — of preparation, strategy ...

You pay for a latte with money from your Starbucks app, so your bank account balance doesn’t change. That means the coffee was basically free, right? This is just one example of “girl math,” a trend ...

As college costs rise and financial strategies become more complex, many affluent families are asking if 529 plans are still the smartest way to save for a child's or grandchild's education. The short ...

For all the recent upheaval at Focus Financial Partners, the company’s new strategy of merging smaller partner firms into large “hubs” isn’t a radical departure, according to President Michael ...

Unclear AI applications, lack of trust in employees and required technical skills: Those are just a few reasons financial institutions report turbulent or inexistent implementation of AI in their ...

Required minimum distributions can be a touchy subject for retirees and their financial advisors, requiring them to liquidate assets that they may prefer to keep in the market. Frustration around RMDs ...

A financial advisor who specializes in working with women can help create strategies tailored to the financial challenges that many women experience. From balancing caregiving responsibilities and ...