Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that doesn’t necessarily mean it’s the right amount for every investor. Even ...

At first glance, you may find the title of this article confusing. You may be thinking to yourself, “But isn’t that their job?” While historically speaking, you are correct, it’s just not that way ...

Question: I am about to sign some documents with a financial planning firm and they want to charge me 1.12% in fees for their services. My portfolio is approximately $1 million and they are offering a ...

GREENWICH, Conn.--(BUSINESS WIRE)--Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, announced the addition of Retirement Planner to PortfolioAnalyst ®, a free portfolio ...

The number of retirees in the U.S. is growing rapidly, with as many as 10,000 new retirees a day. Retirees with income from employment, pensions, or investments are generally better off than those ...

Overview: Asset allocation matters more than choosing individual stocks over time.Balanced portfolios help handle market ups ...

The success of a client’s retirement portfolio can be defined as follows: remains solvent while providing the needed annual income for the rest of the client’s life. Toward that end, every client ...

As a young man, I was a crewmember of a 747 that crashed on takeoff in Kenya. The airline's emergency planning helped me keep cool, think rationally and help save the lives of 90 of the 149 passengers ...

If a client wants to go to cash to remove risk from their portfolio, do they really mean they want to reallocate their portfolio to a money market account? To be sure, a client with a long-term ...

The Wedding Planner Hong Kong has formally expanded its service offerings to include a party planning division, extending its role as an event planner beyond its established wedding coordination ...