Financial planners get satisfaction by helping others at annual pro bono conferences.
If the recent volatility in the markets persists, it will likely push more investors toward ETFs, says the managing director of ETF research for Charles Schwab Investment Advisory.
The amount invested in MLP open-end mutual funds and ETFs increased from $2.7 billion at the end of 2010 to $32.9 billion at the end of last year, according to Morningstar.
This advisor explains how she would start the conversation with two different hypothetical couples.
For an investor seeking a conservative product with a touch more risk than a government-backed bond, an agency bond is an option that offers a higher yield.
Recent years have been marked by deep and sudden changes for advisors and, especially, their clients, says a panel of financial professionals.
Hedge-fund-style mutual funds pursue a wide variety of strategies and may be a good way to balance a portfolio and help preserve assets.