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3 Reasons to Fire Your Planner

It has been a terrible year. Your investments got clobbered, and you have no idea where you stand in terms of your overall financial plan.Is it time to fire your financial adviser?Maybe. The following reality checks will help you decide: Focus....

How Much is That ‘A’ Worth?

When I was in elementary school, I’d excitedly count down the days until I got my next report card, anxious to make sure I’d gotten an ‘A’ in each and every one. But not because I was one of those naturally straight-A kids: I got paid. Instead of...

How to Pick the Right Adviser

It’s fall. The car needs an oil change. And you’re having that get-a-grip-on-my-money moment. Item #1: You need a financial adviser, but how do you choose the right qualifications? If you need a big-picture, long-term plan: CFP: A certified...

Investments That Make a Difference

Socially responsible investing (SRI) is one way to feel good while doing well, as they say. Trying to define SRI companies isn’t black and white, however. For some investors, measures like how “green” the company is matters more than diversity in...

Put Your Money Where the Women Are

Equities, bonds, cash, and...women? Right now gender doesn’t loom large in most asset allocation strategies, but some people are saying it should. That’s because several studies suggest that having women at the helm of a company may aid its...

Hot Buys on Second Homes

Thinking about buying a second home? The time is right. Sales of investment homessurged "an extraordinary 64.5 percent" in 2011, according to the National Association of Realtors. If you’re wondering which markets offer the best deals, head for...

Joy Marcus Has a Winning Strategy

Clink! MoreWorth’s casual correspondent, Alison Brower, discovers dollar-cost averaging, Over Drinks with Joy Marcus, Venture Partner, DFJ Gotham Ventures. When I first started investing on my own—in addition to my 401K—I was young, single, and...

Sow the Seeds of a Start-up

Ever wonder why you didn’t invest in Google (or some other start-up) way back when and cash out? Put simply, you couldn’t. But you can now, thanks to a key feature of the JOBS Act. Investing in start-ups has historically been reserved for “the...

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