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Early Preparation Is The Key to Financial Success | Posted 11.24.2015 | Parents

As a practicing Certified Financial Planner® for 10 years, I can say my best clients have a great relationship with money. And the earlier you save t...

One Critical Expense Most Financial Plans Don't Address | Posted 11.18.2015 | Fifty

With people living so long these days, why haven't financial planners been more focused on how to help clients who are planning for retirement specifically plan for longevity? The more sobering side of longevity, that is.

Why to Invest in Alternative Investments | Posted 10.16.2015 | Business

Over the last 2 to 3 years the percentage of our client portfolios invested in alternative investments has increased from 10 percent to around 30 perc...

In Dialogue With Sergio Fernández de Córdova at the Nexus Youth Summit 2015

Sharad Khare | Posted 10.15.2015 | Impact
Sharad Khare

When I first sat down with Sergio, I felt an immediate connection with him as communicator and media creator. His demeanor is warm and he always has a smile on his face and makes everyone feel like they are a part of his tribe.

Going Up? -- The 'Elevator Pitch' -- Be Ready to Tell Your Story on the Go

Donna Griffit | Posted 09.13.2015 | Business
Donna Griffit

I truly believe that we can help luck along by being prepared for opportunity when it knocks. And one of the must-have tools in our storytelling arsenal is the infamous Elevator Pitch - or the "quickpitch" as I have often dubbed it.

Are You a Disciplined Investor? | Posted 09.02.2015 | Business

Putting a financial plan into action not only takes discipline, but time to learn, and the knowledge of changes that happen in the market every day.

What Your Financial Adviser Should be Doing for You | Posted 08.27.2015 | Business

Average investors who buy mutual funds, insurance policies, annuities and other types of investments work under the assumption that their financial adviser is working in their best interests. This is a false assumption.

Questions Every Entrepreneur Must Be Ready to Answer When Raising Money

Diane Smith | Posted 08.05.2015 | Technology
Diane Smith

I often look at business plans and meet with lots of entrepreneurs looking for funding guidance. So, I was pleased when my friend and colleague Liz Marchi recently joined me for a webinar to share insight on the questions every entrepreneur should be prepared to answer when fundraising.

Who Says You Can't Time the Stock Market? Why Market Timing Is Easy | Posted 07.24.2015 | Business

Don't waste your time and money trying to fight the impossible to win the market timing battle of predicting when to buy low and when to sell high. If you buy today and sell during your retirement you will do just that and with a lot less effort and stress.

Diminished Capacity and the Fiduciary Standard | Posted 07.02.2015 | Business

Sometimes inaction is the right action (the fiduciary standard) when faced with an elderly prospect that presents signs of diminished capacity.

How Investment Adviser Fees Add Up | Posted 06.24.2015 | Business

In the pursuit of an investment adviser or investment manager one of the most important (and unfortunately complicated) pieces of information to obtain is their complete fee structure.

3 Do-It-Yourself Investing Pitfalls | Posted 06.15.2015 | Business

While the dangers of trying to do your own electrical work are more evident, do-it-yourself (DIY) investing also carries risks for those who aren't careful.

So You Think You Can Go Public? (Re)Meet the OTC

Victoria Silchenko | Posted 05.26.2015 | Business
Victoria Silchenko

I believe, if you run a modern company, your stock options should be worth money and you should be able to turn around and sell or exercise them. In other words, your company stocks should be able to become your own currency.

What to do After Tax Season is Over | Posted 05.29.2015 | Money

Taxpayers need to understand their specific situation and seek advice from there advisors to craft the right plan. There is work involved, but it may ultimately reduce your liability which increases the amount of money you retain and utilize.

Moving Up? Should You Keep Your Old House or Sell It?

Cindy Tansin | Posted 05.19.2015 | HuffPost Home
Cindy Tansin

More people today are buying up and keeping - or at least contemplating keeping - their old homes. In fact, 65% of investors are renting their properties instead of flipping? Does this make sense for you? Here are some things to consider:

Investment Management: The Great Debate | Posted 05.11.2015 | Money

The passive style of investing advocates present their case by stating that the markets are efficient. In other words, the vast majority of information that can be known is already in the market place and therefore there is no advantage to spending effort in researching stocks because there is little that is unknown about their prospects. I

Respectful Reply - Why Index Fund Investing Is The Last Thing You Should Do | Posted 06.09.2015 | Money

I recently posted an article detailing my concerns about index fund investing. That article elicited an interesting bunch of comments to which I would like to respond.

Top 10 Types of Investment Scams (Infographic) | Posted 06.01.2015 | Money

It is important that you are aware of the 10 most frequent investment scams that are perpetrated on the public by licensed and unlicensed individuals.

Why Index Fund Investing Is the Last Thing You Should Do | Posted 05.25.2015 | Money

If you are an individual investor that wants to preserve what you have and grow a little over time, the last thing you should do is invest in index funds or in portfolios built with a one-size-fits-all mentality.

What Wall Street Does Not Want You to Know About Financial Fiduciaries | Posted 03.21.2015 | Money

I bet you did not know the financial services industry has two ethical standards. One benefits Wall Street and one benefits you.

Has the Bull Market Lulled You to Sleep? | Posted 02.17.2015 | Money

If you are like most investors, you prefer to talk about good performance years and avoid discussions about bad years. Well, you have had a lot to talk about the past few years, but there are some serious storm clouds on the horizon.

Back to School? 10 Books for Successful Investors | Posted 11.05.2014 | Money

We believe investors are made, not born. And for even the most advanced financial whizzes, ongoing education remains a key part of managing money well. Whether you're just getting started with investing, or you're getting close to retiring, maybe it's time to go back to school -- or at least re-fill your Kindle.

What You Should Know About Variable Annuities | Posted 10.28.2014 | Money

A variable annuity is a mutual fund-type investment contract between the investor and an insurance company, under which the insurer agrees to make periodic payments to the investor, beginning either immediately or at some future date. So how do they work?

Statistics Do Not Buy Houses -- People Do

Dean Graziosi | Posted 10.05.2014 | Money
Dean Graziosi

BMO Harris Bank has released the results of a survey indicating that 59 percent of homeowners expect their home value to rise over the next year.

Online Investment Advice and Robo-Advisers | Posted 09.23.2014 | Money

The potential for human advisers to recommend unsuitable investment advice due to conflicts of interest is at the heart of the current debate over a uniform fiduciary standard, a measure that would require anyone providing investment advice to the public to always put a customer's interests first.