How do I determine which nontraditional assets are right for me?

Stocks, bonds, real estate and cash have long been the mainstream investments. In recent years, however, the number of dollars and investors moving into nontraditional assets has skyrocketed.

“Nontraditional assets” include such things as private equity, arbitrage strategies, private debt and macro event-driven strategies. While these can provide new investment opportunities, there are many factors to consider before adding nontraditional assets to your wealth-building plan.

Read Full Article »

What are the top three retirement-investment risks you should be managing?

Successful wealth management involves a variety of priorities. As your assets accrue, you and your advisor must consider issues such as wealth accumulation, diversification, growth strategies and tax management. The level of priority you assign to each of these issues depends on where you are in your life. However, overall risk management is too often overlooked.

Read Full Article »

Are auto features right for your 401(k) plan?

Learn how features such as automatic enrollment, escalation and diversification can improve the 401(k) plan of your company.

Read Full Article »

How can my advisor help my children build a sound financial future?

Fiscal and child-development experts say that a person’s financial philosophy is formed at a young age. That said, there still is much parents can do for their children at any age to help them build a secure financial future.

Read Full Article »

Are you planning for all your retirement years?

When you envision retirement, you may find it easy to imagine a simplified lifestyle: You are working less, spending more time with family and traveling as you wish.

To achieve such goals, you definitely should plan now. However, it is just as important to recognize that this is not the only phase of your retirement.

Read Full Article »

What are the intangibles of selecting an advisor?

All successful relationships share some key traits. Trust and a true partnership are at the top of the list. This is true not only in personal connections, but also in your relationship with your financial advisor.

Read Full Article »

1 | 2 | 3 | 4 | 5 | 6 | 7