Financial Planning

Roles have reversed as the U.S. stock market turns in a dismal performance this year while international equities are a bright spot.

You get more bang for your buck if you make contributions to a retirement plan while stock is cheap.

The trade war has fueled fears of sharp price increases, leaving consumers to decide whether to wait or hurry up and buy.

After his own child was diagnosed with autism, this advisor developed a niche serving families with members who have intellectual or developmental disabilities.

The policy shift is likely to affect millions of individuals who borrowed money to pay for college.

Sometimes people hold on to permanent life insurance after their financial needs have changed. Advisors can help them assess what to do.

Global stocks have more attractive valuations than U.S. stocks. Experts say you should have at least 25% allocated toward foreign holdings.

The S&P 500 has entered correction territory, and investors may be wondering if it’s a good time to scoop up shares that have gone on sale. For retirees, the answer is: probably not.

These exchange-traded funds offer downside protection, but you must give up a lot of upside in return.

Graduates netted a median 12.5% return on their investment in 2024, easily beating stocks’ long-term return of about 8%, according to research from the New York Fed.

Laggard taxpayers can easily get a filing extension to Oct. 15, though they must pay the money they owe now.

The recent rise in interest rates boosts the annual payment to 4.8%.

Cerity Partners’ Natalia Tchetchoulina on the do’s and don’ts of passing those vintage cars, paintings, or jewelry to your heirs.

Total money-market fund assets decreased by $25 billion from the previous week but remain near a record high, according to the Investment Company Institute.

Stocks are getting pummeled, but the cash part of portfolios can earn a nice little return—provided investors are willing to shop around.

Often the best course of action in a wild market is doing as little as possible.

Consumers could see rate decreases in some markets if insurers continue to get fat profits from selling car insurance.

Investors are flocking to gold and cash as the stock market falls and bond yields spike.

Advisors are using the markets’ rally Wednesday to remind clients of the importance of sound financial planning and avoiding rash decisions.

During periods of extreme volatility, investors should focus on the things that they can control.

As government workers lose their jobs en masse and recession fears loom, financial advisors offer guidance for what to do if you find yourself unemployed.

Current trends could mean the economy is headed for stagflation, says Joe Davis, Vanguard’s chief economist.

Financial advisors are emphasizing the importance of diversification and planning as they seek to assuage clients worried about stocks’ recent decline.

Higher costs for building materials and auto parts could prompt insurers to increase premiums.

Andrew Crowell, the vice chairman of wealth management at D.A. Davidson & Co., outlines the challenges clients still face in the aftermath of January’s deadly wildfires.