Investment

Registered investment advisors report that their clients are closing their wallets and watching their dimes and quarters. A survey commissioned by Charles Schwab says that 32 percent of advisors cite “frugal spending habits” as the new...

A graying widower hires you to reduce his looming estate tax burden and to shelter the wealth he passes on against potential creditors of his descendants. He has three children and seven grandchildren keeping him happy and busy, and he wants to...

A Roth IRA is the same thing as a traditional IRA, but with special features,1 including: Contributions to a Roth IRA aren't tax deductible, while contributions to a traditional IRA might be. Contributions to a Roth IRA may be made even after age...

Investing for retirement can be problematic for professionals in partnerships or other types of closely held firms. Yes, that includes lawyers in law firms. These individuals tend to spend their early careers focused on building their business. By...

Last year ETFs, which are designed to track and mimic index returns, missed their targets by an average 1.25 percentage points.