An award-winning journalist who covers psychology, health and personal finance. "I would hire her anytime for anything.” Jane Bryant Quinn, Newsweek
Training Advisors to Work with Special Needs Clients
The growing population of adult disabled need more than trusts.
Many investors think active managers can shift out of stocks in time to stem losses in bear markets. Not true.
Defined-benefit plans for small businesses can help owners catch up on savings.
Diversification Works | Financial Planning
Investors who held on to stocks and bonds through the market crash beat cash by the end of 2010.
Riding the Market Waves
Taylor Easley helps young surfer clients handle sudden wealth....
The Big Idea: Diversify With Futures
Let commodity trading advisors reduce your volatility and potentially boost returns.
The Big Idea: Old, Older, Oldest
How long will any client live? Behavioral finance expert Shlomo Benartzi provides an estimate.
Global Entrepreneurs | Financial Planning
A new fund tracks global companies helmed by forward-thinking managers.
Measuring Risk Tolerance
Interest is growing in Geoff Davey s test for clients.
The markets certainly haven't always reflected it, but with low interest rates and inflation, the U.S. has been in the s...
Person of Interest: Asking Clients for Feedback
Few planners ask their customers to evaluate them. Julie Littlechild is on a mission to change that. For $499, Client Audit, her flagship product, surveys as many as 1,500 clients. For an additional $...
Chasing growth can have some unexpected consequences...