If you have a well-balanced, diversified portfolio, chances are it was designed to weather the ups and downs of the market. In other words, for most casual investors, your portfolio was created to not ...

Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...

Wealth management and financial planning are two key concepts in personal finance. They are both used to help individuals achieve a financially stable future and may involve similar activities.

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Staff Personal Finance ...

As a private wealth advisor, financial planning is at the core of what I do. At its most basic, financial planning is the process of organizing your overall financial position to achieve both ...

Gina Young is an accomplished finance writer who has written for publications including SuperMoney, Examiner, Lexington Law, Talk Markets, and CreditRepair.com. Throughout her career in finance, Gina ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

At a conference several weeks back, I was talking with a seasoned wealth manager about his business. He had been running an independent practice for roughly 20 years and he had a great, profitable, ...