Brian O'Connell is a former Wall Street bond trader and author of the best-selling books, such as The 401k Millionaire. He's a regular contributor to major media business platforms. He resides in Doylestown, Pa. Brian may be reached at [email protected].
President Donald J. Trump’s tax plan looks highly favorable to financial consumers, especially affluent ones. But what will it look like once it emerges from Congress?
Merging the roboadvice model with real-world financial advisor analysis gives investors the best bang for the buck, analysts say.
Experiencing a financial shock can wipe out even a client who is prepared for emergencies. Advisors need to help clients get realistic about spending and saving.
Performance analysis is not only crucial in the investment process but increasingly critical for solid client communications, a new report finds.
As a general rule, early retirement only makes sense for individuals who have enough saved to cover 70 to 80 percent of their pre-retirement income. For clients who insist, here are a few key areas to cover.
Cash-flow analysis is a critical component of the comprehensive financial planning process, yet few advisors are doing it. Why not?
While President Donald J. Trump is cutting funding and resources devoted to environmental study, those policy moves are having little impact on the healthy environmental, social and governance (known as ‘ESG funds’) investment market.
A new survey highlights the gap between what Americans say they want to retire and what actions they are taking to meet that lofty goal. Younger people need to commit to saving for retirement, one advisor says.
New survey data finds that roughly two-thirds of investors say they really want good, conflict-free fiduciary advice, yet few are willing to pay extra for it. Can advisors respond to the challenge?
Investor alert: Gold has a good chance of rising under Trump because gold tends to rise in the first year of new presidents, especially those with controversial new spending plans.
Fifty-one percent of American workers fear “outliving my savings/investments,” the No. 1 fear in the latest Transamerica study of retirement readiness.
A 2016 study from Go Banking Rates says 69 percent of U.S. adults have less than $1,000 in savings. What can advisors do to get clients committed to an emergency fund?
According to a new study, investor losses in investment-related, class-action lawsuits tripled in 2016, however, settlement rates are at an all-time low.
Companies have been rolling out HSAs to curb costs, and give employees another health care insurance option. Advisors need to become experts on all that HSAs can do for clients.
ETFs are expected to remain a growing part of investment portfolios going forward. Here’s how advisors can make the most of an ETF investing strategy — and keep clients happy.
A qualified domestic relations order, or QDRO, is a special court order that grants a person a right to a portion of the retirement benefits his or her former spouse has earned. Advisors need to know about this.
A-lister Johnny Depp filed a lawsuit against The Management Group, a financial advisory firm he hired in 1999, claiming they wasted his fortune on bad investments. The firm has countersued. What can advisors learn here?
Registered investment advisors are at a crossroads, with technology putting pressure on advisors to adapt or die, some analysts say.
How can you help young clients prepare for the birth of a child? Through a comprehensive family plan that is heavy on saving for the future.
Eighty-five percent of financial advisors in a nationwide survey by Putnam Investments said they use social media in their practices today. The reason is a good one: more (and younger) clients.
