Financial Planning

A new Goldman Sachs report finds that the rising cost of living is pushing retirement further out of reach for millions of workers.

Bonds offer a hedge as stocks get expensive; the iShares 20+ Year Treasury Bond exchange-traded fund is up 5.61% year to date, on a total return basis.

The decline in giving comes as nonprofits face increasing outside pressures, including funding cuts.

Kunal Nayyar knows first hand how difficult it can be to share important financial information with far-flung family members.

Up your odds of a successful transition by following a few basic rules.

A government shutdown next week could hamper customer service at the Social Security Administration, even as benefit checks continue to go out as scheduled.

Deferring or avoiding income can prevent you from creeping into the next higher tax bracket, and this year the next tax law gives you extra incentive.

A new survey released by Ameriprise shows that about three-quarters of affluent parents are helping to fund their kids’ homes, cars, and health insurance.

The company has been pairing behavioral finance insights with investments in artificial intelligence and other technology.

Republicans’ health policies may shift more patients and doctors to concierge practices. Should you join the club?

From not starting early to failing to plan for the inevitable setbacks, a new survey lays out Gen Xers’ retirement regrets.

The agency said proper safeguards need to be in places before ordinary investors can buy into assets like private equity.

A study released by Vanguard shows that employees who invest in 403(b) retirement accounts pay significantly higher fees on average.

Unless you know what you are looking for, artificial intelligence can give wrong or misleading on investment strategies.

For some, shedding work suddenly is quite a leap. With practice, the transition can go smoothly.

Health Savings Accounts are among the most underused retirement vehicles for young investors. Some financial advisors are working to change that.

The way independent financial advisories are owned and operated can have important implications for investors. What to know.

Our 10th annual ranking of the top U.S. independent wealth management firms reveals a flood of client assets into the top firms. Of course, bigger doesn’t always mean better.

Kevin Grimes, head of $5.8 billion-asset Grimes & Co., explains why the time was right to take private-equity money.

The $70.4 billion-asset firm that focuses on family-office services is moving up Barron’s Top RIA rankings.

Why NewEdge Capital is using alternative investments amid an uncertain economy—and how it’s benefiting from having private-equity backers.

Performance Wealth CEO Thomas Salvino says integrity, respect, and love for the work are at the core of the advisory built by three generations of his family.

Sara Naison-Tarajano wears numerous hats at Goldman Sachs, where she works with many of the richest families in the world.

A new report by Goldman Sachs shows that wealthy families are constant when it comes to channeling their assets—including in public stocks and private equity.

Financial advisors explain the steps you need to take if your lottery number comes up.