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How to Find the Right Financial Planner

You’ve decided you want to work with a financial professional, but how do you find one who understands you as well as your finances? Someone you can trust with your money, but also feel comfortable with on a personal level? Finding the right...

What Kind of Investor Are You?

Are you bearish or bullish? Risk-taker or risk-averse? Take our customized quiz, developed exclusively with our in-house financial advisor, to learn more about your investing style and find out what long-term strategy is best for you. Go.

What Should You Do With Your Tax Refund?

Try These 5 Ways to Get More From the Money You Get Back

The Dow is Soaring -- Time to Dive In?

It's not too late to get into the market. But where you put your money matters.

The Market’s at Record-Highs—Time to Buy or Bail Out?

The Dow Jones Industrial Average and S&P 500 indexes have reached their highest levels since 2007. Good news! The bad news is that it is too late to get in, right? Not necessarily. It’s true that the rapid rise of the major market indices has...

What are Bitcoins—and Should You Get Them?

You may have heard about bitcoins. The internet is abuzz these days with tweets and articles about the digital currency that’s been around since 2009, but has lately soared to record-high prices. Bitcoin is a decentralized and anonymous way to...

How Refinancing Before Sandy Helped Us After

It was the rarest of July afternoons: The kids were at playdates, and I didn’t have to work. I had two choices. I could relish a rare day alone at the beach. Or I could sit at my desk and finish what I had spent months procrastinating about:...

How Much Life Insurance Do I Need?

My husband and I each got $500,000 life insurance term policies after our second child was born. We both work, though I am an entrepreneur so my income fluctuates. His friends have told him their wives have no life insurance or only a small...

My First Step Out of Debt

It’s ironic -- and hard to admit -- that, while I advise clients on money management, my husband and I have racked up $40,000 of credit card debt. That's why a few weeks ago, in order to save money, I moved to my dad’s house with my husband and...

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....

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